JASON HARVEY (Adviser# 000246821) 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, 2016.
| Register Name | Financial Advisers |
| Adviser Name | JASON HARVEY |
| Adviser Number | 000246821 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000478531 360 WEALTH PTY LTD |
| Adviser Start Date | 2016-09-01 |
| Appointing Representative Name | 360 WEALTH PTY LTD |
| Appointing Representative Number | 000478531 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business in Financial Planning | RMIT |
| Certified Financial Planner | Financial Planning Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000478531 | 360 WEALTH PTY LTD | 2016-09-01 - | 360 WEALTH PTY LTD |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2011-05-02 - 2016-09-09 | HARVEY PRIVATE WEALTH PTY LTD |
| 000237439 |
FINANCIAL FOUNDATIONS AUSTRALIA PTY. LTD.
Licence controlled by: IBWM PTY LTD |
2008-06-01 - 2011-04-29 |
| Licence Name | 360 WEALTH PTY LTD |
| Licence Number | 000478531 |
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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.