Jihad Soleiman – Financial Adviser

Adviser identifying number: 440822
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

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: 19/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: APOGEE FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 230689
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:

Relevant qualifications and training:

• Advanced Diploma Financial Planning FNS60410 – International Institute Technology
• Certificate – IV Finance and Mortgage Broking – Universal Wealth Management
• Certificate – Victorian Certificate of Education – St Joseph’s College
• Diploma – Financial Planning – International Institute of Business and Technology Australia
• Margin Lending – Pinnacle

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Jihad Soleiman is authorised to provide advices on following products:

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