Jonathan Rogers – Financial Adviser
Adviser identifying number: 1001987
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998
Name of the licence holder: CRESTONE WEALTH MANAGEMENT LIMITED
Licence number: 231127
Licensee’s ABN: 50005311937
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016]
The date the Financial Adviser commenced the appointment: 28/02/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CRESTONE WEALTH MANAGEMENT LIMITED
Authorised Representative identifying number: 231127
Authorised Representative’s ABN: 50005311937
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:
- Accredited Derivatives Adviser (Level 1) – ASIC
- CPA Australia – CPA Australia
- Graduate Certificate of Financial Planning – FINSIA
- RG146 Life Insurance (Personal Advice) – Mentor Group
- RG146 Margin Lending and RG146 Securities – SAA/DeakinPrime
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- FINSIA
Jonathan Rogers is authorised to provide advices on following products:
- Derivatives
- Life Products / Investment Life Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility