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