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- Financial Advisers Australia (FAA)
- 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) - Kaplan Education Pty Ltd
- 2006 - Taxation Planning - - Tribeca
- 2007 - Estate Planning - - Kaplan
- 2011 - Margin Lending and Geared Investments - - Kaplan
- 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
- 2013 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
- 2014 - Advanced Diploma of Financial Planning - - Kaplan
- 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited
- 2023 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
- 2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd
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