Jonathan Black – Financial Adviser

Adviser identifying number: 1002038
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD
Licence number: 234500
Licensee’s ABN: 61007073305
Licence controlled by: GRANT THORNTON AUSTRALIA LIMITED

The date the Financial Adviser commenced the appointment: 01/05/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GRANT THORNTON WEALTH ADVISORY SERVICES PTY LTD
Authorised Representative identifying number: 234500
Authorised Representative’s ABN: 61007073305

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:

• 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
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility