Jonathon Andrew Halls – Financial Adviser
Adviser identifying number: 427814
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED
Licence number: 245627
Licensee’s ABN: 35074700995
Licence controlled by:
The date the Financial Adviser commenced the appointment: 10/09/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 245627
Authorised Representative’s ABN: 35074700995
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 Business and Commerce – University of Western Sydney
- Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Jonathon Andrew Halls is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Foreign Exchange Contracts
- 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