Michael David Jones – Financial Adviser
Adviser identifying number: 1235967
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: MDJ FINANCIAL SOLUTIONS PTY LTD
Licence number: 478863
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 23/09/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MDJ FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 478863
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:
- Bachelor of Business (Financial Planning) – RMIT
- Certified Financial Planner – FPA
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Michael David Jones is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility