James John Jagodnik – Financial Adviser
Adviser identifying number: 426580
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: THE LUNAR GROUP PTY LIMITED
Licence number: 470948
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 25/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STANFORD BROWN GROUP PTY LIMITED
Authorised Representative identifying number: 240319
Authorised Representative’s ABN: 22079154706
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 Planning – Pinnacle
- Bachelor of Laws – Flinders
- Specialist SMSF Course – Cavendish & ICFS
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
James John Jagodnik 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