James Jason Cruz – Financial Adviser
Adviser identifying number: 247506
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: EVOLUTION ADVISORY PTY LTD
Licence number: 412063
Licensee’s ABN: 34153228865
Licence controlled by: JAMES CRUZ
The date the Financial Adviser commenced the appointment: 01/11/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EVOLUTION ADVISORY PTY LTD
Authorised Representative identifying number: 000412063
Authorised Representative’s ABN: 34153228865
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 Planning – Deakin University
- Listed Product Accreditation Course (LPAC) – ASX
- SMSF Specialist Course – Integratec
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
James Jason Cruz 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
- Margin Lending Facility / Standard Margin Lending Facility