Jason Fung – Financial Adviser
Adviser identifying number: 300805
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: AIW DEALER SERVICES PTY LTD
Licence number: 414256
Licensee’s ABN: 59153322420
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 22/03/2016
The date the Financial Adviser ceased the appointment: 14/11/2016
Name of the Authorised Representative: AIW DEALER SERVICES PTY LTD
Authorised Representative identifying number: 000414256
Authorised Representative’s ABN: 59153322420
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:
- Accredited Listed Product Adviser Program – Kaplan Education Pty Limited
- Bachelor of Commerce in Financial Planning and Investment – Griffith University
- Certificate IV in Financial Services (Finance / Mortgage Broking) – The National Finance Institute
- Margin Lending and Geared Investments – Kaplan Education Pty Limited
- Self Managed Superannuation Funds – Kaplan Education Pty Limited
Relevant memberships of professional bodies or industry associations:
Jason Fung is authorised to provide advices on following products: