Jason Birch – Financial Adviser

Adviser identifying number: 1001834
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: SKYBRIDGE PORTFOLIOS PTY LTD
Licence number: 407092
Licensee’s ABN: 47149093069
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SKYBRIDGE PORTFOLIOS PTY LTD
Authorised Representative identifying number: 407092
Authorised Representative’s ABN: 47149093069

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:

• Bachelor of Commerce – University of Western Sydney
• Chartered Accountants Program – The Institute of Chartered Accountants
• Diploma of Financial Services – Finsia

Relevant memberships of professional bodies or industry associations: The Institute of Chartered Accountants

Jason Birch is authorised to provide advices on following products:

• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Margin Lending Facility / Non-Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products