Jacqueline Tulloch – Financial Adviser
Adviser identifying number: 400679
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence number: 234527
Licensee’s ABN: 11005357522
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
The date the Financial Adviser commenced the appointment: 26/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Authorised Representative identifying number: 234527
Authorised Representative’s ABN: 11005357522
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) – Integratec (Aust) Pty Ltd
- Bachelor of Commerce – Monash University
- Bachelor of Economics – Monash University
- Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
- SMSF Specialist Advisor – Self Managed Super Fund Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Jacqueline Tulloch is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- 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
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products