Jason Seaby

Name
Jason Seaby
ID
1233422
ABN
First Provided Advice
2015
Restrictions
MDA Services are restricted under supervision of CreateFS Advice Group Pty Ltd Principle Leanne McDonald until 2/10/2019.

Qualifications

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

  • 2010 - Tier 1 Margin Lending - Personal Advice - - Kaplan Professional
  • 2015 - Diploma of Financial Planning - - Kaplan Professional
  • 2016 - SuperConcepts & ICFS Specialist SMSF Course - - Super Concepts
  • 2018 - ASX Listed Products Accreditation Course - - LPACOnline
  • 2018 - TASACLv2 Commercial Law - - Kaplan Professional

Memberships

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

Licencee

Status
Current
Licence Holder
Lfg Financial Services ltd (#227096)
Commenced
Nov. 15, 2019

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
Amp Financial Planning Pty Limited (#232706)
Commenced
July 14, 2015
Ceased
Oct. 2, 2018
Status
Ceased
Licence Holder
Sira Group Pty Ltd (#278423)
Commenced
July 2, 2019
Ceased
Oct. 25, 2019
Status
Ceased
Licence Holder
Sira Group Pty Ltd (#278423)
Commenced
Oct. 2, 2018
Ceased
July 1, 2019