Jason Robert Swan – Financial Adviser

Adviser identifying number: 1002424
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: THE MYER FAMILY COMPANY LTD
Licence number: 230143
Licensee’s ABN: 82006588727
Licence controlled by: THE MYER FAMILY INVESTMENTS PTY LTD

The date the Financial Adviser commenced the appointment: 05/06/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE MYER FAMILY COMPANY LTD
Authorised Representative identifying number: 230143
Authorised Representative’s ABN: 82006588727

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:

• Bachelor of Commerce in Banking and Finance – University of Canberra
• Graduate Certificate in Financial Planning – Financial Services Institute of Australia
• Graduate Diploma in Applied Finance and Investment – Securities Institute of Australia
• Money Market Module – Securities Institute of Australia

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Tax Practitioners Board

Jason Robert Swan is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation