Paul Keith Jackson – Financial Adviser

Adviser identifying number: 257781
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: PLAN 2 PTY LTD
Licence number: 237874
Licensee’s ABN: 60010875073
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/09/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PLAN 2 PTY LTD
Authorised Representative identifying number: 237874
Authorised Representative’s ABN: 60010875073

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:

• Applied Self Managed Super Fund Advice – Australian Executor Trustees
• CFP 1 – Ethics, Professionalism and Compliance – FPA
• Diploma of Financial Planning – FPA/Deakin University
• Financial Planning Principles & Practice Course – Securities Institute Education
• Margin Lending and Geared Investments – Kaplan

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

Paul Keith Jackson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• 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
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services