Jovan John Potkonjak – Financial Adviser
Adviser identifying number: 473029
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence number: 247429
Licensee’s ABN: 33093667595
Licence controlled by:
The date the Financial Adviser commenced the appointment: 25/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FITZPATRICKS PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 247429
Authorised Representative’s ABN: 33093667595
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:
- Advanced Diploma of Financial Planning – Kaplan Professional
- Certificate IV in Finance and Mortgage Broking – International Institute of Technology
- Diploma of Financial Planning – International Institute of Technology
- Principles in Self Managed Superannuation Funds – International Institute of Technology
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
- Tax Practitioners Board
Jovan John Potkonjak 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
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Old Law Securities Options Contracts and Warrants Securities