PAUL CAREY BATES JONES


Licensee: STRATEGIC FINANCIAL SOLUTIONS PTY LTD

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • PAUL CAREY BATES JONES
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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]

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000222828 STRATEGIC FINANCIAL SOLUTIONS PTY LTD 2007-04-16 - STRATEGIC FINANCIAL SOLUTIONS PTY LTD

Licensee Information

Licence Name STRATEGIC FINANCIAL SOLUTIONS PTY LTD
Licence Number 000222828
Licence ABN 42007155099

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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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Dataset Information


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.