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
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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: