Leanne Kay Jones – Financial Adviser
Adviser identifying number: 337285
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: 360PRIVATE WEALTH BY DESIGN PTY LIMITED
Licence number: 458669
Licensee’s ABN: 44169464135
Licence controlled by:
The date the Financial Adviser commenced the appointment: 22/08/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: 360PRIVATE WEALTH BY DESIGN PTY LIMITED
Authorised Representative identifying number: 458669
Authorised Representative’s ABN: 44169464135
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 in Financial Services (ADFS) – Kaplan Professional
- Associate Diploma in Business Office Administration – TAFE SA
- Bachelor in Business – University of South Australia
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Leanne Kay Jones 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility