HomeFinancial AdvisersJery Mourelatos – Financial Adviser

Jery Mourelatos – Financial Adviser

Adviser identifying number: 346053
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 04/06/2013
The date the Financial Adviser ceased the appointment: 30/06/2015
Name of the Authorised Representative: APOGEE FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 000230689
Authorised Representative’s ABN: 28056426932

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:

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Relevant qualifications and training:

  • Bachelor Degree – Behavioural Science – La Trobe University
  • Graduate Certificate – IV Mortgage Broking – Online Education
  • Graduate Diploma – Applied Finance and Investments – Securities Institute Australia
  • Graduate Diploma – Dip Superannuation Management – Macquarie University

Relevant memberships of professional bodies or industry associations:

Jery Mourelatos is authorised to provide advices on following products:

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