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John Anton Joglou

Name
John Anton Joglou
ID
298527
ABN
40243246978
First Provided Advice
2008
Restrictions
Level 1 and 2

Qualifications

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

  • Bachelor of Business - Victoria University of Technology
  • Margin Lending Accreditation Program - Stockbrokers Association of Australia
  • Professional Diploma in Stockbroking - Stockbrokers Association of Australia
  • SDIA Accreditation Program Assessment - Securities & Derivatives Industry Association
  • Superannuation Module - Royal Melbourne Institute of Technology Business TAFE School

Memberships

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

  • Stockbrokers and Investment Advisers Association (SIAA)

Licencee

Status
Ceased
Licence Holder
Cashel Financial Services Pty Ltd (#306803)
Commenced
Aug. 3, 2015
Ceased
April 18, 2017
Status
Ceased
Licence Holder
Dolphin Partners Pty Ltd (#364512)
Commenced
Feb. 8, 2011
Ceased
Jan. 16, 2015
Status
Ceased
Licence Holder
Morgan Stanley Wealth Management Australia Pty Ltd (#240813)
Commenced
Jan. 19, 2015
Ceased
July 8, 2015
Status
Ceased
Licence Holder
Shaw And Partners Limited (#236048)
Commenced
March 30, 2010
Ceased
Feb. 7, 2011
Status
Current
Licence Holder
Dolphin Partners Pty ltd (#364512)
Commenced
April 11, 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