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