IAN WENHAM (Adviser# 000250116) 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 December 10, 2013.
| Register Name | Financial Advisers |
| Adviser Name | IAN WENHAM |
| Adviser Number | 000250116 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000436596 NAVIN ASSET MANAGEMENT PTY LTD |
| Licence ABN | 13109882831 |
| Licence Controlled By | PEAK INVESTMENT HOLDINGS PTY LTD |
| Adviser Start Date | 2013-12-10 |
| Appointing Representative Name | NAVIN ASSET MANAGEMENT PTY LTD |
| Appointing Representative Number | 000436596 |
| Appointing Representative ABN | 13109882831 |
| Memberships |
AUSTRALIAN INSTITUTE OF COMPANY DIRECTORS AUSTRALIAN INSTITUTE OF COMPANY DIRECTORS CEO INSTITUTE CEO INSTITUTE FINANCIAL SERVICES INSTITUTE OF AUSTRALIA FINANCIAL SERVICES INSTITUTE OF AUSTRALIA |
|
| Qualification / Degree | Institute / School |
|---|---|
| BACHELOR OF ARTS | UNIVERSITY OF ADELAIDE |
| BACHELOR OF ARTS | UNIVERSITY OF ADELAIDE |
| CERTIFICATE COMPETANCY RG146 SECURITIES, DERIVATIVES | TRIBECA |
| CERTIFICATE COMPETANCY RG146 SECURITIES, DERIVATIVES | TRIBECA |
| DIPLOMA IN FINANCE & INVESTMENT | SECURITIES INSTITUTE AUSTRALIA |
| DIPLOMA IN FINANCE & INVESTMENT | SECURITIES INSTITUTE AUSTRALIA |
| MBA MAJOR IN FINANCE & CORPORATE STRATEGY | AGSM UNIVERSITY OF NSW |
| MBA MAJOR IN FINANCE & CORPORATE STRATEGY | AGSM UNIVERSITY OF NSW |
| SERIES 16 | NEW YORK STOCK EXCHANGE USA |
| SERIES 16 | NEW YORK STOCK EXCHANGE USA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000436596 |
NAVIN ASSET MANAGEMENT PTY LTD
Licence controlled by: PEAK INVESTMENT HOLDINGS PTY LTD |
2013-12-10 - | NAVIN ASSET MANAGEMENT PTY LTD |
| 000238364 | ALTAIR ASSETS PTY LTD | 2007-05-01 - 2010-04-11 | |
| 000304008 |
PEAK INVESTMENT HOLDINGS PTY LTD
Further restrictions: Authorised to provide personal financial product advice to retail clients on Managed Investment Schemes, excluding IDPS |
2006-11-21 - | PEAK INVESTMENT HOLDINGS PTY LTD |
| Licence Name | NAVIN ASSET MANAGEMENT PTY LTD |
| Licence Number | 000436596 |
| Licence ABN | 13109882831 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRADLEY MICHAEL ROSS | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| RONELLE ALLISON WILSON | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| JOEL REX HALBERT | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| GRAEME EDWARD BELLACH | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| NATALIE CRYSTAL SCOTT | Navin Asset Management Pty Ltd | Ceased | 2016-08-08 |
| ANDREW JAMES MARTIN | Navin Asset Management Pty Ltd | Current | 2013-12-10 |
| TANYA LOUISE HART | Navin Asset Management Pty Ltd | Ceased | 2013-08-01 |
| PAUL XAVIOR ISRAEL | Navin Asset Management Pty Ltd | Current | 2013-05-07 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRADLEY MICHAEL ROSS | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| RONELLE ALLISON WILSON | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| JOEL REX HALBERT | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| GRAEME EDWARD BELLACH | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| NATALIE CRYSTAL SCOTT | Navin Asset Management Pty Ltd | Ceased | 2016-08-08 |
| ANDREW JAMES MARTIN | Navin Asset Management Pty Ltd | Current | 2013-12-10 |
| TANYA LOUISE HART | Navin Asset Management Pty Ltd | Ceased | 2013-08-01 |
| PAUL XAVIOR ISRAEL | Navin Asset Management Pty Ltd | Current | 2013-05-07 |
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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.