Jason Tay – Financial Adviser

Adviser identifying number: 298297
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: AUSTRALIAN INVESTMENT AND INSURANCE GROUP PTY LTD
Licence number: 226405
Licensee’s ABN: 93068486126
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/02/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN INVESTMENT AND INSURANCE GROUP PTY LTD
Authorised Representative identifying number: 226405
Authorised Representative’s ABN: 93068486126

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 – The Flinders University of South Australia
  • Bachelor of Science – The Flinders University of South Australia
  • Diploma of Financial Services (Financial Planning) – Mentor Asset Management Pty Limited
  • Graduate Certificate in Financial Planning – FINSIA

Relevant memberships of professional bodies or industry associations:

Jason Tay 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
  • Superannuation