Jason Cunningham – Financial Adviser

Adviser identifying number: 258276
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: THE PRACTICE WEALTH MANAGEMENT PTY LTD
Licence number: 315598
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/05/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE PRACTICE WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 315598
Authorised Representative’s ABN:

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) – 360 Financial
• Audit of Self Managed Superannuation Funds (Advanced) – Institute of Chartered Accountants Australia
• Bachelor of Business – Victoria University
• Diploma of Financial Services (Financial Planning) – 360 Financial

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Jason Cunningham 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