Craig Matthew Jackson – Financial Adviser

Adviser identifying number: 248249
Status: Current
Adviser’s ABN: 81390956187
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence number: 425542
Licensee’s ABN: 51159696830
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MYPLANNER PROFESSIONAL SERVICES PTY LTD
Authorised Representative identifying number: 000425542
Authorised Representative’s ABN: 51159696830

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:

  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan
  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan
  • Self Managed Superannuation Funds – Kaplan
  • Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Financial Planning Association of Australia (FPA)

Craig Matthew Jackson is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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