Jack Kouzi – Financial Adviser
Adviser identifying number: 1004599
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: VERTICAL CAPITAL MARKETS PTY. LTD.
Licence number: 418418
Licensee’s ABN: 11147186114
Licence controlled by:
The date the Financial Adviser commenced the appointment: 02/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: VERTICAL CAPITAL MARKETS PTY. LTD.
Authorised Representative identifying number: 000418418
Authorised Representative’s ABN: 11147186114
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:
- ASX Accredited Derivatives Adviser Level 1 (ADA1) – Kaplan
- RG146 Specialist Knowledge – Managed Investments – Financial Education Professionals
- The Securities & Derivatives Industry Association (SDIA) Accreditation Program – RG146 – SDIA/Deakin University
Relevant memberships of professional bodies or industry associations:
Jack Kouzi is authorised to provide advices on following products:
- Derivatives
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Securities