Jason Sweeney – Financial Adviser

Adviser identifying number: 424963
Status: Current
Adviser’s ABN: 78899782298
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 17/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SECURITOR FINANCIAL GROUP LTD
Authorised Representative identifying number: 240687
Authorised Representative’s ABN: 48009189495

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) – Tribeca Learning
• Bachelor of Commerce – University of Southern Queensland
• Certified Financial Planner – Financial Planning Association of Australia
• Life Risk Specialist – Financial Planning Association of Australia
• Margin Lending and Geared Investments – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Mortgage and Finance Association of Australia

Jason Sweeney 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