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