Jason Cunningham – Financial Adviser

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

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 29/01/2004
The date the Financial Adviser ceased the appointment: 01/10/2007
Name of the Authorised Representative: JASON CUNNINGHAM
Authorised Representative identifying number: 000258276
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: