Jonathan Black – Financial Adviser
Adviser identifying number: 1002038
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997
Name of the licence holder: BMS PRIVATE WEALTH PTY LTD
Licence number: 327330
Licensee’s ABN: 81131246896
Licence controlled by:
The date the Financial Adviser commenced the appointment: 11/10/2010
The date the Financial Adviser ceased the appointment: 01/05/2012
Name of the Authorised Representative:
Authorised Representative identifying number:
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 – Melbourne University
- Certified Financial Planner – Financial Planning Association
- Diploma of Financial Planning – Financial Planning Association
- Graduate Diploma in Applied Finance & Investment – Securities Institute of Australia/FINSIA
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Services Institute of Australia (FINSIA)
Jonathan Black is authorised to provide advices on following products: