GREGORY JOHN PERKS (Adviser# 000245493) 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 1, 2004.
| Register Name | Financial Advisers |
| Adviser Name | GREGORY JOHN PERKS |
| Adviser Number | 000245493 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1979 |
| Financial Service (AFS) Licence |
Licence# 000236551 PERKS WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 88086643058 |
| Adviser Start Date | 2004-01-01 |
| Appointing Representative Name | PERKS WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000236551 |
| Appointing Representative ABN | 88086643058 |
| Memberships |
Financial Planning Association of Australia (FPA) Institute of Chartered Accountants Institute of Management Consultants Taxation Institute of Australia |
| Further Restrictions | Authorised to provide personal financial product advice to retail clients on SMA and IMA accounts. Authorised to provide personal financial product advice to retail and wholesale clients. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | University of Adelaide |
| CFP Certification Program | Financial Planning Association |
| Graduate Diploma in Management | University of South Australia |
| Tax Agent | Tax Agents Board of SA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000236551 |
PERKS WEALTH MANAGEMENT PTY LTD
Further restrictions: Authorised to provide personal financial product advice to retail clients on SMA and IMA accounts. Authorised to provide personal financial product advice to retail and wholesale clients. |
2004-01-01 - | PERKS WEALTH MANAGEMENT PTY LTD |
| Licence Name | PERKS WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000236551 |
| Licence ABN | 88086643058 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| REBECCA ELIZABETH ELSDEN | Perks Wealth Management Pty Ltd | Current | 2015-05-05 |
| EDWARD JACK BELL | Perks Wealth Management Pty Ltd | Current | 2014-05-09 |
| NICHOLAS PAUL CONNELLY | Perks Wealth Management Pty Ltd | Current | 2010-10-01 |
| SALLY JANE LOWE | Perks Wealth Management Pty Ltd | Ceased | 2008-04-02 |
| MARK ANDREW MULLINS | Perks Wealth Management Pty Ltd | Ceased | 2008-04-02 |
| ANDREAS NICOLAS CROFT | Perks Wealth Management Pty Ltd | Current | 2007-11-29 |
| MIRANDA ELEANOR MOYLE | Perks Wealth Management Pty Ltd | Current | 2005-11-24 |
| PETA ANN NUNN | Perks Wealth Management Pty Ltd | Current | 2005-07-01 |
| SIMON TRENT HELE | Perks Wealth Management Pty Ltd | Current | 2004-01-01 |
| PETER GRAHAM EDMONDS | Perks Wealth Management Pty Ltd | Current | 2004-01-01 |
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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.