JAMES TERENCE FURNELL (Adviser# 000244844) 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 September 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JAMES TERENCE FURNELL |
| Adviser Number | 000244844 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1994 |
| Financial Service (AFS) Licence |
Licence# 000499203 QUBIC FINANCIAL GROUP PTY LTD |
| Licence ABN | 14608358461 |
| Licence Controlled By | James Terence FURNELL |
| Adviser Start Date | 2017-09-01 |
| Appointing Representative Name | QUBIC WEALTH SOLUTIONS PTY LTD |
| Appointing Representative Number | 000435473 |
| Appointing Representative ABN | 27137072952 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ALPA | Kaplan |
| Certificate IV in Financial Services ( Finance / Mortgage Broking | AAMC |
| Certified Financial Planner | FPA |
| Margin Lending and Geared Investments | KAPLAN |
| SMSF | Tribeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000499203 |
QUBIC FINANCIAL GROUP PTY LTD
Licence controlled by: James Terence FURNELL |
2017-09-01 - | QUBIC WEALTH SOLUTIONS PTY LTD |
| 000236523 |
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD |
2016-09-28 - 2017-08-30 | INFOCUS SECURITIES AUSTRALIA PTY LTD |
| 000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Government Debentures, Stocks or Bonds: Class of product only. |
2013-03-05 - 2016-09-27 | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| 000244252 |
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2012-10-12 - 2012-12-13 | |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2003-12-08 - 2010-12-23 |
| Licence Name | QUBIC FINANCIAL GROUP PTY LTD |
| Licence Number | 000499203 |
| Licence ABN | 14608358461 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JENNIFER JUNE DALLINGER | Qubic Financial Group Pty Ltd | Current | 2018-03-27 |
| DAVID NEIL DE CLOSEY | Qubic Financial Group Pty Ltd | Current | 2018-03-27 |
| ANDREW STEINDL | Qubic Financial Group Pty Ltd | Ceased | 2017-09-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JENNIFER JUNE DALLINGER | Qubic Financial Group Pty Ltd | Current | 2018-03-27 |
| DAVID NEIL DE CLOSEY | Qubic Financial Group Pty Ltd | Current | 2018-03-27 |
| ANDREW STEINDL | Qubic Financial Group Pty Ltd | Ceased | 2017-09-01 |
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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.