Jonathan David Kermode – Financial Adviser
Adviser identifying number: 417732
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998
Name of the licence holder: SENTRY FINANCIAL SERVICES PTY LTD
Licence number: 286786
Licensee’s ABN: 30113531034
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 23/09/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DYNAMIC PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 1235666
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:
- ASX Accredited Listed Products Adviser Program – Kaplan Professional Education
- Diploma Of Financial Planning – Financial Planning Association of Australia
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (FPA)
Jonathan David Kermode 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
- Retirement Savings Account Products
- Securities
- Superannuation