Jodie Cook – Financial Adviser
Adviser identifying number: 1247741
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: KEY SOLUTIONS GROUP (ACCOUNTANTS & BUSINESS CONSULTANTS) PTY LIMITED
Licence number: 484506
Licensee’s ABN:
Licence controlled by: Jodie COOK
The date the Financial Adviser commenced the appointment: 14/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KEY SOLUTIONS GROUP (ACCOUNTANTS & BUSINESS CONSULTANTS) PTY LIMITED
Authorised Representative identifying number: 484506
Authorised Representative’s ABN:
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 Economics – Macquarie University
- Diploma of Financial Planning – Kaplan Professional
- Responsible Managers Masterclass – The Fold Compliance Pty Ltd
- SMSF Series – The Tax Institute
- Super Update Strategies Seminar – TAG Financial Services Pty Ltd
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Jodie Cook is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Securities
- Class of Product Advice – Simple Managed Investment schemes
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation