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- Financial Advisers Australia (FAA)
- Jeremy Michael Ross
Jeremy Michael Ross
- Name
- Jeremy Michael Ross
- ID
- 1005893
- ABN
- –
- First Provided Advice
- 2007
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2008 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
- 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional Education
- 2015 - Advanced Diploma Of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
- 2016 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional Education
- 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- Tax Practitioners Board
Licencee
- Status
- Ceased
- Licence Holder
- Esi Financial Services Pty Ltd (#224952)
- Commenced
- June 1, 2021
- Ceased
- June 30, 2022
- Status
- Ceased
- Licence Holder
- Gps Wealth Ltd (#254544)
- Commenced
- Sept. 14, 2020
- Ceased
- April 2, 2021
- Status
- Current
- Licence Holder
- Industry Fund Services Limited (#232514)
- Commenced
- Feb. 7, 2022
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
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- Nov. 30, 2009
- Ceased
- Aug. 26, 2010
- Status
- Ceased
- Licence Holder
- Norfina Limited (#229882)
- Commenced
- Sept. 6, 2010
- Ceased
- March 18, 2011
- Status
- Ceased
- Licence Holder
- Suncorp Financial Services Pty Ltd (#229885)
- Commenced
- Nov. 15, 2018
- Ceased
- Nov. 22, 2018
- Status
- Ceased
- Licence Holder
- Wealth Market Pty Ltd (#482898)
- Commenced
- Feb. 23, 2017
- Ceased
- June 23, 2017
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- July 13, 2017
- Ceased
- June 22, 2018
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- March 29, 2011
- Ceased
- Feb. 3, 2017