JOE JUTRISA


Licensee: GENERATION WEALTH GROUP PTY LTD

JOE JUTRISA (Adviser# 000246007) 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 August 7, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOE JUTRISA
Adviser Number 000246007
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000476673
GENERATION WEALTH GROUP PTY LTD
Adviser Start Date 2015-08-07
Appointing Representative Name GENERATION WEALTH GROUP PTY LTD
Appointing Representative Number 000476673

Authorisations to provide financial product advice

  • JOE JUTRISA
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Economics and Finance) University Of Western Sydney
Diploma of Financial Planning Financial Planning Association of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000476673 GENERATION WEALTH GROUP PTY LTD 2015-08-07 - GENERATION WEALTH GROUP PTY LTD
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
Further restrictions: This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
2003-12-01 - 2015-08-06 SECURITOR FINANCIAL GROUP LTD

Licensee Information

Licence Name GENERATION WEALTH GROUP PTY LTD
Licence Number 000476673

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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.