Jack John Wooldridge – Financial Adviser
Adviser identifying number: 1249319
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: DEVERE AUSTRALIA GROUP PTY LTD
Licence number: 243320
Licensee’s ABN: 76006275592
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DEVERE AUSTRALIA GROUP PTY LTD
Authorised Representative identifying number: 243320
Authorised Representative’s ABN: 76006275592
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:
- Conduct product research to support recommendations – KAPLAN PROFESSIONAL
- Determine client requirements and expectiations – KAPLAN PROFESSIONAL
- Provide advice in superannuation – KAPLAN PROFESSIONAL
- Provide appropriate services, advice and products to clients – KAPLAN PROFESSIONAL
- Record and implement client instructions – KAPLAN PROFESSIONAL
Relevant memberships of professional bodies or industry associations:
Jack John Wooldridge is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Retirement Savings Account Products
- Superannuation