Jodie Lee Stewart – Financial Adviser
Adviser identifying number: 1254140
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: CIP LICENSING LIMITED
Licence number: 471728
Licensee’s ABN:
Licence controlled by: CIPL (HOLDING) LIMITED
The date the Financial Adviser commenced the appointment: 17/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CIP LICENSING LIMITED
Authorised Representative identifying number: 471728
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: Diploma of Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations:
Jodie Lee Stewart 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services