Jessica Anne Hook – Financial Adviser

Adviser identifying number: 1245500
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: MATRIX PLANNING SOLUTIONS LIMITED
Licence number: 238256
Licensee’s ABN: 45087470200
Licence controlled by: CLEARVIEW WEALTH LIMITED

The date the Financial Adviser commenced the appointment: 22/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MATRIX PLANNING SOLUTIONS LIMITED
Authorised Representative identifying number: 238256
Authorised Representative’s ABN: 45087470200

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:

  • DFP5V1 TAX FOR FINANCIAL ADVISING – KAPLAN
  • DIPLOMA OF FINANCIAL PLANNING FNS50611 – KAPLAN

Relevant memberships of professional bodies or industry associations:

Jessica Anne Hook is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Retirement Savings Account Products
  • Superannuation