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