Jon Tanner – Financial Adviser

Adviser identifying number: 1006598
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: CRAIGS INVESTMENT PARTNERS LIMITED
Licence number: 363407
Licensee’s ABN:
Licence controlled by: CRAIGS INVESTMENT PARTNERS LIMITED

The date the Financial Adviser commenced the appointment: 12/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CRAIGS INVESTMENT PARTNERS LIMITED
Authorised Representative identifying number: 363407
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 Commerce (Accounting and Finance) – University of Otago
• Certificate of Authorisation AFA – Financial Markets Authority
• Diploma of Financial Planning – University of Waikato
• NZX Diploma – NZX

Relevant memberships of professional bodies or industry associations:

• NZX Adviser
• New Zealand Institute of Directors

Jon Tanner is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
• Securities