Paul Keith Jackson

Name
Paul Keith Jackson
ID
257781
ABN
First Provided Advice
1995

Qualifications

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

  • 1998 - Financial Planning Principles & Practice Course - - Securities Institute Education
  • 2002 - Diploma of Financial Planning - - FPA/Deakin University
  • 2005 - Applied Self Managed Super Fund Advice - - Australian Executor Trustees
  • 2005 - Margin Lending and Geared Investments - - Kaplan
  • 2006 - CFP 1 - Ethics, Professionalism and Compliance - - FPA

Memberships

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

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Horsey Jameson Bird Pty. Ltd. (#222029)
Commenced
Oct. 1, 2022
Ceased
Jan. 19, 2023
Status
Ceased
Licence Holder
Horsey Jameson Bird Pty. Ltd. (#222029)
Commenced
Aug. 17, 2022
Ceased
Sept. 30, 2022
Status
Ceased
Licence Holder
Plan 2 Pty Ltd (#237874)
Commenced
Sept. 3, 2013
Ceased
Aug. 16, 2022
Status
Current
Licence Holder
One26 Pty ltd (#329408)
Commenced
Feb. 6, 2023

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
Acn 130 288 578 Pty Ltd (#326450)
Commenced
Oct. 17, 2012
Ceased
Aug. 30, 2013
Status
Ceased
Licence Holder
Financial Foundations Australia Pty. Ltd. (#237439)
Commenced
Sept. 1, 2009
Ceased
Feb. 11, 2010
Status
Ceased
Licence Holder
Mainview Securities Pty. Ltd. (#241177)
Commenced
March 22, 2010
Ceased
July 23, 2012