PAUL KEITH JACKSON (Adviser# 000257781) 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 3, 2013.
| Register Name | Financial Advisers |
| Adviser Name | PAUL KEITH JACKSON |
| Adviser Number | 000257781 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1995 |
| Financial Service (AFS) Licence |
Licence# 000237874 PLAN 2 PTY LTD |
| Licence ABN | 60010875073 |
| Adviser Start Date | 2013-09-03 |
| Appointing Representative Name | PLAN 2 PTY LTD |
| Appointing Representative Number | 000237874 |
| Appointing Representative ABN | 60010875073 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Applied Self Managed Super Fund Advice | Australian Executor Trustees |
| CFP 1 | Ethics, Professionalism and Compliance - FPA |
| Diploma of Financial Planning | FPA/Deakin University |
| Financial Planning Principles & Practice Course | Securities Institute Education |
| Margin Lending and Geared Investments | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237874 | PLAN 2 PTY LTD | 2013-09-03 - | PLAN 2 PTY LTD |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2012-10-17 - 2013-08-30 | PAUL KEITH JACKSON |
| 000241177 | MAINVIEW SECURITIES PTY. LTD. | 2010-03-22 - 2012-07-23 | PAUL KEITH JACKSON |
| 000237439 |
FINANCIAL FOUNDATIONS AUSTRALIA PTY. LTD.
Licence controlled by: IBWM PTY LTD |
2009-09-01 - 2010-02-11 | PAUL KEITH JACKSON |
| Licence Name | PLAN 2 PTY LTD |
| Licence Number | 000237874 |
| Licence ABN | 60010875073 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| AMY PURSEHOUSE | Plan 2 Pty Ltd | Current | 2018-08-01 |
| CLIVE HAMPSON | Plan 2 Pty Ltd | Current | 2017-05-23 |
| JASON RICHARD HENRY POWELL | Plan 2 Pty Ltd | Ceased | 2017-05-08 |
| HENRY ROBERT MCGHEE | Plan 2 Pty Ltd | Current | 2015-05-08 |
| MEREDITH PAMELA SIRETT | Plan 2 Pty Ltd | Current | 2015-04-30 |
| LAURA JACKSON | Plan 2 Pty Ltd | Ceased | 2013-02-22 |
| SHARYN ANNE CLARK | Plan 2 Pty Ltd | Current | 2010-09-22 |
| DAVID JOHN MARSDEN | Plan 2 Pty Ltd | Current | 2010-06-21 |
| AMANDA NICOLE MCCALL | Plan 2 Pty Ltd | Current | 2010-03-11 |
| ANTHONY LEWIS AVERY | Plan 2 Pty Ltd | Ceased | 2010-03-11 |
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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.