Alexander James Jamieson – Financial Adviser

Adviser identifying number: 244428
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: AJ FINANCIAL PLANNING PTY LTD
Licence number: 387267
Licensee’s ABN: 61147115026
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/12/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AJ FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 000387267
Authorised Representative’s ABN: 61147115026

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advance Diploma of Financial Services (Financial Planning) – Tribecca
• Bachelor of Business – Victoria University
• Fellow Chartered Financial Practitioner – Association of Financial Advisers
• Responsible Investment Certification Program – Responsible Investment Association Australasia

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Responsible Investment Association Australasia

Alexander James Jamieson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility