Leonie Jolly – Financial Adviser

Adviser identifying number: 1249590
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD
Licence number: 470717
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD
Authorised Representative identifying number: 470717
Authorised Representative’s ABN:

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:

• Accountants SMSF Package – Kaplan Education
• Bachelor of Accounting – Institute of Charted Accountants
• Company Auditor – Companies Auditors Board NSW Australia
• SMSF Auditor – ASIC

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Leonie Jolly is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Superannuation