HomeFinancial AdvisersSteven Leslie Jones – Financial Adviser

Steven Leslie Jones – Financial Adviser

Adviser identifying number: 328208
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: BUSINESS & ESTATE PLANNING SPECIALISTS HOLDINGS PTY LTD
Licence number: 379410
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2010
The date the Financial Adviser ceased the appointment: 12/06/2013
Name of the Authorised Representative: STEVEN LESLIE JONES
Authorised Representative identifying number: 000328208
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:

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Relevant qualifications and training:

  • Certificate IV in Financial Services(Finance/Mortgage Broking – The National Finance Institute
  • Certificate in Advance Investment Planning – Mentor Education
  • Certificate in Estate Planning – Mentor Education
  • Diploma in Financial Services (Financial Planning) – TAFE Queensland
  • SMSF Specialist – Cavendish

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Steven Leslie Jones is authorised to provide advices on following products:

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