Stephen William Jones – Financial Adviser

Adviser identifying number: 299544
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: SMITH COFFEY PTY LTD
Licence number: 237972
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMITH COFFEY PTY LTD
Authorised Representative identifying number: 237972
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 (Accounting) – Edith Cowan University
• Bachelor of Business (Accounting) – Edith Cowan University
• Certified Financial Planner – Financial Planning Association
• Certified Financial Planner – Financial Planning Association
• Certified Practicing Accountant – CPA Australia
• Certified Practicing Accountant – CPA Australia
• Chartered Tax Adviser – The Tax Institute
• Chartered Tax Adviser – The Tax Institute
• Institute of Public Accountants – Institute of Public Accountants
• Institute of Public Accountants – Institute of Public Accountants

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• Institute of Public Accountants (IPA)
• Institute of Public Accountants (IPA)
• The Tax Institute
• The Tax Institute

Stephen William Jones 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
• FHSA Issued non ADI