FERGUS JONES


Licensee: MW PLANNING PTY LTD

FERGUS JONES (Adviser# 000234712) 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 20, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name FERGUS JONES
Adviser Number 000234712
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1985
Financial Service (AFS) Licence Licence# 000312489
MW PLANNING PTY LTD
Licence ABN 18117913550
Adviser Start Date 2010-01-20
Appointing Representative Name MW PLANNING PTY LTD
Appointing Representative Number 000312489
Appointing Representative ABN 18117913550

Authorisations to provide financial product advice

  • FERGUS 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
Diploma of Financial Planning Financial Planning Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000312489 MW PLANNING PTY LTD 2010-01-20 - MW PLANNING PTY LTD

Licensee Information

Licence Name MW PLANNING PTY LTD
Licence Number 000312489
Licence ABN 18117913550

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PAUL TOSIN Mw Planning Pty Ltd Current 2017-09-25
NICHOLAS MAIKOUSIS Mw Planning Pty Ltd Current 2017-08-04
DANIEL WILLIAM O'CONNELL Mw Planning Pty Ltd Current 2009-09-02
LOUIS WEINGARTEN Mw Planning Pty Ltd Current 2007-10-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PAUL TOSIN Mw Planning Pty Ltd Current 2017-09-25
NICHOLAS MAIKOUSIS Mw Planning Pty Ltd Current 2017-08-04
DANIEL WILLIAM O'CONNELL Mw Planning Pty Ltd Current 2009-09-02
LOUIS WEINGARTEN Mw Planning Pty Ltd Current 2007-10-01

Competitor

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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.