Jawad Ahmad – Financial Adviser

Adviser identifying number: 307873
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: THORNTON GROUP (AUSTRALIA) PTY LIMITED
Licence number: 223670
Licensee’s ABN: 88101789226
Licence controlled by: THORNTON GROUP (SA) PTY LTD

The date the Financial Adviser commenced the appointment: 22/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR MSW UNIT TRUST
Authorised Representative identifying number: 468631
Authorised Representative’s ABN: 74139125525

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 Finance – University of Adelaide
• Diploma of Financial Services (Financial Planning) (FNS50804) – Tribeca (Aust) Pty Limited
• Graduate Diploma in Global Wealth Management – University of Adelaide
• Margin Lending Accreditation Program – Stockbrokers Association of Australia
• Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• CFP – Certified Financial Planner (FPA)
• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Jawad Ahmad 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