REBECCA JOAN STACEY

Licensee: WATERMARK AFSL PTY LTD

REBECCA JOAN STACEY (Adviser# 000259524) 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 19, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name REBECCA JOAN STACEY
Adviser Number 000259524
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000355042
WATERMARK AFSL PTY LTD
Licence ABN 49143473287
Licence Controlled By MWL FINANCIAL GROUP PTY LTD
W FOUR HOLDING PTY LTD
Adviser Start Date 2010-11-19
Appointing Representative Name WESTWOOD GROUP PTY LTD
Appointing Representative Number 000305184
Appointing Representative ABN 28009764452
Memberships CPA Australia (CPA)
Further Restrictions Authorised to provide personal financial product advice to retail clients on: - Managed Investment Schemes - MDA Services

Authorisations to provide financial product advice

  • REBECCA JOAN STACEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Queensland

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000355042 WATERMARK AFSL PTY LTD
Licence controlled by: MWL FINANCIAL GROUP PTY LTD ~ W FOUR HOLDING PTY LTD
Further restrictions: Authorised to provide personal financial product advice to retail clients on: - Managed Investment Schemes - MDA Services
2010-11-19 - WESTWOOD GROUP PTY LTD

Licensee Information

Licence Name WATERMARK AFSL PTY LTD
Licence Number 000355042
Licence ABN 49143473287

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER BRIAN ROWSELL Watermark Afsl Pty Ltd Current 2012-03-05
NICOLE SMART Watermark Afsl Pty Ltd Ceased 2010-11-19

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER BRIAN ROWSELL Watermark Afsl Pty Ltd Current 2012-03-05
NICOLE SMART Watermark Afsl Pty Ltd Ceased 2010-11-19

Competitor

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Dataset Information

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.