JONATHAN JAMES MORROW

Licensee: P3 FINANCIAL PLANNING PTY LTD

JONATHAN JAMES MORROW (Adviser# 000246804) 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 November 1, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name JONATHAN JAMES MORROW
Adviser Number 000246804
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000464628
P3 FINANCIAL PLANNING PTY LTD
Licence ABN 61009883292
Adviser Start Date 2014-11-01
Appointing Representative Name P3 FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000464628
Appointing Representative ABN 61009883292
Memberships Association of Financial Advisers (AFA)
Mortgage & Finance Association of Australia (MFAA)

Authorisations to provide financial product advice

  • JONATHAN JAMES MORROW
  • ·
  • 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
  • ·
  • Miscellaneous Financial MDA Services
  • ·
  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Mentor Education
Beachelor of Business Queensland University of Technology
MFAA Accredited Mortgage Consultant MFAA
Self Managed Fund Accrediation Kapaln

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000464628 P3 FINANCIAL PLANNING PTY LTD 2014-11-01 - P3 FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name P3 FINANCIAL PLANNING PTY LTD
Licence Number 000464628
Licence ABN 61009883292

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JAMES LARWILL P3 Financial Planning Pty Ltd Ceased 2016-08-01
JAMES MICHAEL PENNER P3 Financial Planning Pty Ltd Current 2014-11-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JAMES LARWILL P3 Financial Planning Pty Ltd Ceased 2016-08-01
JAMES MICHAEL PENNER P3 Financial Planning Pty Ltd Current 2014-11-01

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.