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