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