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