Tracey Jones – Financial Adviser

Adviser identifying number: 1247753
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: POLITIS INVESTMENT STRATEGIES PTY LTD
Licence number: 253125
Licensee’s ABN: 71106823241
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: POLITIS INVESTMENT STRATEGIES PTY LTD
Authorised Representative identifying number: 253125
Authorised Representative’s ABN: 71106823241

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 – AAMC Training Group
• Diploma of Financial Planning – International Institute of Technology
• Master in Accountancy – Charles Sturt University

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Institute of Public Accountants (IPA)

Tracey Jones is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / MDA Services
• Superannuation
• All Securities