Shane Anthony Jones – Financial Adviser
Adviser identifying number: 244946
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997
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: 17/11/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TRENDLINE$ PTY. LTD.
Authorised Representative identifying number: 000388519
Authorised Representative’s ABN: 75093243620
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 (Finance/Economics) – Charles Sturt University
- Investment Planning 1 – The Australian Institute of Financial Studies
- Risk Management & Insurance Planning – FPA
- Wealth Creation and Retirement Planning – FPA
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Shane Anthony Jones 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