Jeremy Zalman Chiel – Financial Adviser
Adviser identifying number: 345962
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: STONEHOUSE FINANCIAL SERVICES PTY LTD
Licence number: 292469
Licensee’s ABN: 81112548419
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/03/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STONEHOUSE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 292469
Authorised Representative’s ABN: 81112548419
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 – Griffith University
- Certified Financial Planner – FPA
- Diploma of Financial Planning – Kaplan
- Diploma of Margin Lending – Pinnacle
- Self Managed Super Fund – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Jeremy Zalman Chiel 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, excluding IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility