Jason Perkins – Financial Adviser

Adviser identifying number: 1235458
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: MACQUARIE EQUITIES LIMITED
Licence number: 237504
Licensee’s ABN: 41002574923
Licence controlled by: MACQUARIE GROUP LIMITED

The date the Financial Adviser commenced the appointment: 17/09/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MACQUARIE EQUITIES LIMITED
Authorised Representative identifying number: 237504
Authorised Representative’s ABN: 41002574923

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:

  • Certified Financial Planner – Financial Planning Association of Australia
  • Diploma of Financial Planning – Financial Planning Association of Australia
  • SMSF Association Specialist Member Accreditation Program (SSA) – SMSF Association

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)
  • SMSF Association
  • The Tax Institute (CTA)

Jason Perkins is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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