Jana Samargis – Financial Adviser
Adviser identifying number: 321543
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence number: 237590
Licensee’s ABN: 15089512587
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
The date the Financial Adviser commenced the appointment: 24/02/2009
The date the Financial Adviser ceased the appointment: 30/09/2011
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
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Relevant qualifications and training:
- Bachelor of Commerce – University of Melbourne
- Margin Lending and Geared Investments – Kaplan Professional Education
- Master of Business Administration – Melbourne Business School
- Self Managed Superannuation Funds – University of Adelaide
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Jana Samargis is authorised to provide advices on following products: