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- Jason David Colling
Jason David Colling
- Name
- Jason David Colling
- ID
- 412335
- ABN
- –
- First Provided Advice
- 2011
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1993 - Bachelor of Commerce (Banking and Economics) - Bachelor Degree (AQF 7) - Curtin University
- 1998 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
- 2011 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Intellitrain Pty Ltd
- 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
- 2013 - Self Managed Superannuation Funds - Other - Pinnacle Financial Services Academy Pty Ltd
- 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Current
- Licence Holder
- Charter Financial Planning Limited (#234665)
- Commenced
- Oct. 10, 2017
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
- Dover Financial Advisers Pty Ltd (#307248)
- Commenced
- Oct. 31, 2016
- Ceased
- Sept. 21, 2017
- Status
- Ceased
- Licence Holder
- Financial Services Partners Pty Limited (#237590)
- Commenced
- July 24, 2013
- Ceased
- Oct. 13, 2013
- Status
- Ceased
- Licence Holder
- Nextgen Financial Group Pty Ltd (#240938)
- Commenced
- Oct. 14, 2013
- Ceased
- June 1, 2016
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- July 7, 2015
- Ceased
- April 29, 2016