Jake Truswell – Financial Adviser

Adviser identifying number: 1003996
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence number: 231139
Licensee’s ABN: 65003900169
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 02/12/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COMMONWEALTH FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 231139
Authorised Representative’s ABN: 65003900169

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:

• Bachelor of Commerce (Finance) – Flinders University
• Diploma of Financial Planning – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Jake Truswell is authorised to provide advices on following products: