Jeremy Austin Mortlock – Financial Adviser

Adviser identifying number: 1249213
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: MAZARS WEALTH MANAGEMENT PTY LIMITED
Licence number: 484885
Licensee’s ABN:
Licence controlled by: DUNCAN DOVICO HOLDINGS PTY LIMITED

The date the Financial Adviser commenced the appointment: 28/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MAZARS WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 484885
Authorised Representative’s ABN:

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 Business – The University of Newcastle
• Postgraduate Diploma in Accounting – Macquarie University
• RG146 – Financial Education Professionals

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• Institute of Chartered Accountants (Certificate of Public Practice)

Jeremy Austin Mortlock is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation