Louisa Caroline Jammal – Financial Adviser
Adviser identifying number: 344030
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 28/05/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CONVERGENCE WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 343992
Authorised Representative’s ABN: 34139104895
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 – Pinnacle Financial Services
- Bachelor of Business – University of Technology Sydney
- Diploma of Financial Services (FP) – Inter Institute of Tech
- Diploma of Financial Services (Finance/Mortgage Broking Management) – AAMC
- Margin Lending – Kaplan
Relevant memberships of professional bodies or industry associations: Finance Brokers Association of Australia (FBAA)
Louisa Caroline Jammal is authorised to provide advices on following 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
- Retirement Savings Account Products
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility