JON ANDREW PETIE (Adviser# 000250011) 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 13, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JON ANDREW PETIE |
| Adviser Number | 000250011 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1994 |
| Financial Service (AFS) Licence |
Licence# 000504773 MIQ PRIVATE WEALTH PTY LTD |
| Licence Controlled By | MIQ CAPITAL PTY LTD |
| Adviser Start Date | 2018-08-13 |
| Appointing Representative Name | MIQ PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000504773 |
| Memberships | CFP - Certified Financial Planner (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Administration | Griffith University |
| Cavendish & ICFS Specialiast SMSF Course | University of Adelaide |
| Diploma of Financial Planning | Financial Planning Association of Australia (FPA) |
| Margin Lending | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000504773 |
MIQ PRIVATE WEALTH PTY LTD
Licence controlled by: MIQ CAPITAL PTY LTD |
2018-08-13 - | MIQ PRIVATE WEALTH PTY LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2017-11-01 - 2018-08-10 | MIQ PRIVATE WEALTH PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2004-01-01 - 2017-10-31 | CHARTER FINANCIAL PLANNING LIMITED |
| Licence Name | MIQ PRIVATE WEALTH PTY LTD |
| Licence Number | 000504773 |
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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.