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