Jason Alexander Mcgregor – Financial Adviser
Adviser identifying number: 383578
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: ROSKOW INDEPENDENT ADVISORY PTY LTD
Licence number: 429377
Licensee’s ABN: 38139380260
Licence controlled by:
The date the Financial Adviser commenced the appointment: 15/10/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ROSKOW INDEPENDENT ADVISORY PTY LTD
Authorised Representative identifying number: 429377
Authorised Representative’s ABN: 38139380260
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 Services (Financial Planning) – Kaplan
- Certified Financial Planner – FPA
- Diploma of Financial Services (Financial Planning) – Tribeca
- Graduate Diploma of Financial Planning – Kaplan
- Master of Applied Finance – Kaplan
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Independent Financial Advisers Association of Australia (IFAAA)
Jason Alexander Mcgregor 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