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