Jane Stallman – Financial Adviser

Adviser identifying number: 1001947
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: BELL POTTER SECURITIES LIMITED
Licence number: 243480
Licensee’s ABN: 25006390772
Licence controlled by: BELL FINANCIAL GROUP LIMITED

The date the Financial Adviser commenced the appointment: 28/08/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BELL POTTER SECURITIES LIMITED
Authorised Representative identifying number: 243480
Authorised Representative’s ABN: 25006390772

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:

• ASX Accredited Derivatives Adviser Level 1 – Kaplan Education Pty Ltd
• Bachelor of Business (Banking & Finance) – Queensland University of Technology
• Entry Level Competencies; Risk Management; Superannuation & Retirement Planning – Tribeca
• Investment Planning 1 & 2; Taxation Planning; Estate Planning; Financial Plan Construction & Review – Tribeca
• Margin Lending Accreditation Program – Kaplan Education Pty Ltd

Relevant memberships of professional bodies or industry associations: Stockbrokers Association of Australia

Jane Stallman is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities