Jan Jordaan – Financial Adviser
Adviser identifying number: 355036
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: WEALTH TODAY PTY LTD
Licence number: 340289
Licensee’s ABN: 62133393263
Licence controlled by:
The date the Financial Adviser commenced the appointment: 28/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SIGNATURE FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 1248221
Authorised Representative’s ABN: 93614810865
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 Financial Services Academy
- Diploma of Financial Services (Financial Planning) – Investment Banking Institute
Relevant memberships of professional bodies or industry associations:
Jan Jordaan 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