PAUL CAREY BATES JONES (Adviser# 000224130) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 16, 2007.
| Register Name | Financial Advisers |
| Adviser Name | PAUL CAREY BATES JONES |
| Adviser Number | 000224130 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000222828 STRATEGIC FINANCIAL SOLUTIONS PTY LTD |
| Licence ABN | 42007155099 |
| Adviser Start Date | 2007-04-16 |
| Appointing Representative Name | STRATEGIC FINANCIAL SOLUTIONS PTY LTD |
| Appointing Representative Number | 000222828 |
| Appointing Representative ABN | 42007155099 |
| Memberships |
Financial Planning Association of Australia (FPA) Tax Practitioner Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Science | University of Melbourne |
| Certified Financial Planner | Financial Planning Association |
| Graduate Diploma of Financial Planning | Securities Institute |
| Master of Business Administration | Royal Melbourne Institute of Technology [RMIT] |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000222828 | STRATEGIC FINANCIAL SOLUTIONS PTY LTD | 2007-04-16 - | STRATEGIC FINANCIAL SOLUTIONS PTY LTD |
| Licence Name | STRATEGIC FINANCIAL SOLUTIONS PTY LTD |
| Licence Number | 000222828 |
| Licence ABN | 42007155099 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER ALAN KENYON | Strategic Financial Solutions Pty Ltd | Current | 2013-02-01 |
| BENJAMIN MARK WALVISCH | Strategic Financial Solutions Pty Ltd | Current | 2010-09-17 |
| KAY ROSE AARONS | Strategic Financial Solutions Pty Ltd | Current | 2002-09-12 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER ALAN KENYON | Strategic Financial Solutions Pty Ltd | Current | 2013-02-01 |
| BENJAMIN MARK WALVISCH | Strategic Financial Solutions Pty Ltd | Current | 2010-09-17 |
| KAY ROSE AARONS | Strategic Financial Solutions Pty Ltd | Current | 2002-09-12 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.