Michael Andrew Jerard – Financial Adviser

Adviser identifying number: 299742
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 05/04/2011
The date the Financial Adviser ceased the appointment: 18/07/2011
Name of the Authorised Representative: MICHAEL ANDREW JERARD
Authorised Representative identifying number: 000299742
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:

• Advanced Diploma of Financial Services – Kaplan
• Bachelor of Commerce – University of Melbourne
• Diploma of Financial Services (Financial Planning) – Tribeca

Relevant memberships of professional bodies or industry associations:

Michael Andrew Jerard is authorised to provide advices on following products: