JOHN JOSEPH WOULFE

Licensee: AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD

JOHN JOSEPH WOULFE (Adviser# 000224939) 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 January 29, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOHN JOSEPH WOULFE
Adviser Number 000224939
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000389206
AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Licence ABN 26088464939
Adviser Start Date 2016-01-29
Appointing Representative Name AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Appointing Representative Number 000389206
Appointing Representative ABN 26088464939

Authorisations to provide financial product advice

  • JOHN JOSEPH WOULFE
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Insurance Planning: Principles and Applications Independent Centre of Financial Training
Managed Investments Securities RMIT University
RG146 DFS 1 Mentor Education
Superannuation and Retirement Planning CCH Australia Limited

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000389206 AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD 2016-01-29 - AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
000253011 SOUTH COAST FINANCIAL SERVICES NSW PTY LTD 2010-02-01 - 2016-01-29 SOUTH COAST FINANCIAL SERVICES NSW PTY LTD

Licensee Information

Licence Name AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
Licence Number 000389206
Licence ABN 26088464939

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STEVIN CARVALHO Australian Mortgage and Financial Advisers Pty Ltd Current 2018-08-16
CLEMENT EVEREST LOBO Australian Mortgage and Financial Advisers Pty Ltd Current 2018-07-23
ROHITH JOHN D SOUZA Australian Mortgage and Financial Advisers Pty Ltd Current 2018-07-23
HARIWANSH CHAWLA Australian Mortgage and Financial Advisers Pty Ltd Current 2018-06-29
DANIELLE COVENTRY Australian Mortgage and Financial Advisers Pty Ltd Current 2018-06-20
ADAM CHARLES LEWIS Australian Mortgage and Financial Advisers Pty Ltd Current 2018-06-19
SAMUEL RODERICK BEST Australian Mortgage and Financial Advisers Pty Ltd Current 2018-06-19
MARYBETH ADA BANKS Australian Mortgage and Financial Advisers Pty Ltd Current 2018-06-19
PAUL MAXWELL LEWIS Australian Mortgage and Financial Advisers Pty Ltd Current 2018-02-13
JOSEPH THOMAS PANTHRADIL Australian Mortgage and Financial Advisers Pty Ltd Current 2018-02-07

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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.