Jessica-lea Surlan – Financial Adviser
Adviser identifying number: 1241281
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: DIXON ADVISORY & SUPERANNUATION SERVICES LIMITED
Licence number: 231143
Licensee’s ABN: 54103071665
Licence controlled by: DIXON ADVISORY GROUP PTY LIMITED
The date the Financial Adviser commenced the appointment: 01/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DIXON ADVISORY & SUPERANNUATION SERVICES LIMITED
Authorised Representative identifying number: 231143
Authorised Representative’s ABN: 54103071665
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 – University of Sydney
- Diploma of Financial Planning – Kaplan Professional
- Securities and Managed Investments Accreditation Program – Stockbrokers Association of Australia
Relevant memberships of professional bodies or industry associations:
Jessica-lea Surlan 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, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation