JAMES JASON CRUZ (Adviser# 000247506) 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, 2011.
| Register Name | Financial Advisers |
| Adviser Name | JAMES JASON CRUZ |
| Adviser Number | 000247506 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000412063 EVOLUTION ADVISORY PTY LTD |
| Licence ABN | 34153228865 |
| Licence Controlled By | JAMES CRUZ |
| Adviser Start Date | 2011-11-01 |
| Appointing Representative Name | EVOLUTION ADVISORY PTY LTD |
| Appointing Representative Number | 000412063 |
| Appointing Representative ABN | 34153228865 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Deakin University |
| Listed Product Accreditation Course (LPAC) | ASX |
| SMSF Specialist Course | Integratec |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000412063 |
EVOLUTION ADVISORY PTY LTD
Licence controlled by: JAMES CRUZ |
2011-11-01 - | EVOLUTION ADVISORY PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2005-05-16 - 2011-10-31 | JAMES JASON CRUZ |
| Licence Name | EVOLUTION ADVISORY PTY LTD |
| Licence Number | 000412063 |
| Licence ABN | 34153228865 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ALLAN GORDON MARAIS | Evolution Advisory Pty Ltd | Current | 2017-09-01 |
| ROSS ANGUS MARAIS | Evolution Advisory Pty Ltd | Current | 2017-09-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ALLAN GORDON MARAIS | Evolution Advisory Pty Ltd | Current | 2017-09-01 |
| ROSS ANGUS MARAIS | Evolution Advisory Pty Ltd | Current | 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.