Jason Dean Leddin – Financial Adviser

Adviser identifying number: 344189
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: APT WEALTH PARTNERS PTY LTD
Licence number: 436121
Licensee’s ABN: 49159583847
Licence controlled by: NUT Holdings Pty Ltd ATF NUT Unit Trust

The date the Financial Adviser commenced the appointment: 01/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: APT WEALTH PARTNERS PTY LTD
Authorised Representative identifying number: 436121
Authorised Representative’s ABN: 49159583847

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) – International Institute of Technology
• Associate Financial Planner AFP – Financial Planning Association of Australia
• Diploma of Financial Services(Financial Planning) – Kaplan
• Fellow Chartered Financial Practitioner – Association of Financial Advisers
• Self Managed Superannuation Funds – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)

Jason Dean Leddin 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