Martin Jakovics – Financial Adviser

Adviser identifying number: 263959
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence number: 240837
Licensee’s ABN: 60003474977
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 10/03/2004
The date the Financial Adviser ceased the appointment: 19/01/2011
Name of the Authorised Representative:
Authorised Representative identifying number:
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:

  • Accredited Aged Care Professional – Aged Care Steps
  • Certified Financial Planner Program (CFP) – Financial Planning Association of Australia
  • Diploma of Financial Planning – Financial Planning Association of Australia
  • Margin Lending and Geared Investments – Kaplan Professional Education
  • Self Managed Superannuation Funds – Tribeca Learning

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Martin Jakovics is authorised to provide advices on following products: