Jalel Joshua Grant – Financial Adviser
Adviser identifying number: 425529
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: NEWHAVEN WEALTH PTY LTD
Licence number: 422120
Licensee’s ABN: 79154224914
Licence controlled by: NEWHAVEN GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 23/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEWHAVEN WEALTH PTY LTD
Authorised Representative identifying number: 422120
Authorised Representative’s ABN: 79154224914
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: Diploma of Financial Services (Financial Planning) – Mentor Education Pty Ltd
Relevant memberships of professional bodies or industry associations:
Jalel Joshua Grant 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
- Managed Investment Schemes / Own Managed Investment Scheme Only
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility