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