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