Jack Oineza – Financial Adviser

Adviser identifying number: 305032
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Licence number: 258853
Licensee’s ABN: 25107671563
Licence controlled by: Mayfair Limited

The date the Financial Adviser commenced the appointment: 13/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 258853
Authorised Representative’s ABN: 25107671563

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 Planning – Kaplan
  • Diploma of Financial Services (Financial Planning) – Tribeca
  • Estate Planning – Kaplan
  • Margin Lending and Geared Investments – Kaplan
  • Taxation Planning – Tribeca

Relevant memberships of professional bodies or industry associations:

Jack Oineza 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
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products