Jonathan Vickers-willis – Financial Adviser

Adviser identifying number: 1005645
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: ESCALA WEALTH MANAGEMENT PTY LTD
Licence number: 456207
Licensee’s ABN: 30162573828
Licence controlled by:

The date the Financial Adviser commenced the appointment: 25/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESCALA WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 456207
Authorised Representative’s ABN: 30162573828

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 & 2 – Kaplan Professional
• Bachelor of Property & Construction – Melbourne University
• Certified Financial Planner – FPA
• Core 1 (RG 146) Securities and Derivatives – SAA
• Master of Applied Finance (Financial Planning/Wealth Management/ Corporate Finance) – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Jonathan Vickers-willis is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility