Thomas Joseph Jacks – Financial Adviser

Adviser identifying number: 424467
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 06/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WYALLA QLD PTY LTD
Authorised Representative identifying number: 325554
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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
• Bachelor of Commerce (Accounting) – University of Queensland
• SMSF Specialist Advisor (SSA) – SMSF Association
• Self Managed Superannuation Funds Accreditation – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• FINSIA – Financial Services Institute of Australasia
• Financial Planning Association of Australia (FPA)
• SMSF Association

Thomas Joseph Jacks 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, including IDPS
• Managed Investment Schemes / Own Managed Investment Scheme Only
• Retirement Savings Account Products
• Securities
• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product