1. Home
  2. Financial Advisers Australia (FAA)
  3. Jack Oineza

Jack Oineza

Name
Jack Oineza
ID
1258028
ABN
–
First Provided Advice
2006

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca
  • 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
  • 2006 - Taxation Planning - - Tribeca
  • 2007 - Estate Planning - - Kaplan
  • 2011 - Margin Lending and Geared Investments - - Kaplan
  • 2013 - Self Managed Superannuation Funds - - Kaplan
  • 2014 - Advanced Diploma of Financial Planning - - Kaplan
  • 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
  • 2023 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Afsl Licensee Pty. Ltd. (#518453)
Commenced
July 1, 2022
Ceased
March 13, 2024
Status
Ceased
Licence Holder
Merit Wealth Pty Ltd (#409361)
Commenced
Aug. 2, 2019
Ceased
June 3, 2022
Status
Current
Licence Holder
Synchron Advice Pty ltd (#243313)
Commenced
April 22, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Anne Street Partners Financial Services Pty Ltd (#258853)
Commenced
July 13, 2015
Ceased
Aug. 31, 2017
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
April 15, 2009
Ceased
Sept. 29, 2011
Status
Ceased
Licence Holder
Dod Bookkeeping Pty Ltd (#328681)
Commenced
May 21, 2018
Ceased
July 24, 2019
Status
Ceased
Licence Holder
Fleming Funds Management Pty Ltd (#300641)
Commenced
Oct. 3, 2011
Ceased
July 10, 2015
Status
Ceased
Licence Holder
Ipraxis Pty Ltd (#329337)
Commenced
Sept. 4, 2017
Ceased
June 1, 2018
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Oct. 17, 2011
Ceased
July 10, 2015