Jason David Panozzo-tile – Financial Adviser

Adviser identifying number: 245119
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: ROPAN LICENSEES PTY. LTD.
Licence number: 353890
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/12/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ROPAN LICENSEES PTY. LTD.
Authorised Representative identifying number: 000353890
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:

  • ASX Accredited Listed Product Adviser (ALPA) Program – KAPLAN Professional
  • Bachelor of Business (Economics/Marketing) – Monash University
  • Graduate Diploma in Financial Planning – Financial Services Institute of Australia
  • Master of Arts – University of Notre Dame Australia

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Jason David Panozzo-tile is authorised to provide advices on following products:

  • Government Debentures, Stocks or Bonds
  • 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