Simon Peter Jones – Financial Adviser

Adviser identifying number: 1004622
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: FINANCIAL SENSE AUSTRALIA PTY LTD
Licence number: 340749
Licensee’s ABN: 48130829113
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/11/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL SENSE AUSTRALIA PTY LTD
Authorised Representative identifying number: 000340749
Authorised Representative’s ABN: 48130829113

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:

• Diploma of Financial Planning – Estate Planning – Deakin University
• Diploma of Financial Planning – Introduction to Financial Planning – Securities Institute of Australia
• Diploma of Financial Planning – Investment Planning – Securities Institute of Australia
• Diploma of Financial Planning – Retirement Planning – Securities Institute of Australia
• Diploma of Financial Planning – Risk management & Insurance Planning – Deakin University

Relevant memberships of professional bodies or industry associations:

Simon Peter 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, excluding IDPS
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility