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