Jason Leigh Churchill – Financial Adviser

Adviser identifying number: 244735
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence number: 331367
Licensee’s ABN: 89133593012
Licence controlled by: CLEARVIEW WEALTH LIMITED

The date the Financial Adviser commenced the appointment: 05/06/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLEARVIEW FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 000331367
Authorised Representative’s ABN: 89133593012

Disciplinary actions start date against the Financial Adviser: 06/01/2016
Disciplinary actions end date against the Financial Adviser: 11/04/2017
Disciplinary action type: Registration of Enforceable Undertaking

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• 90402NSW Certificate IV in Financial Planning – Kaplan Professional Education
• Investment Planning 1 – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Jason Leigh Churchill 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