SCOTT WILLIAM JAMES HEATHWOOD


Licensee: LIFESTYLE ASSET MANAGEMENT PTY LTD

SCOTT WILLIAM JAMES HEATHWOOD (Adviser# 000264647) 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 February 9, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SCOTT WILLIAM JAMES HEATHWOOD
Adviser Number 000264647
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1994
Financial Service (AFS) Licence Licence# 000288421
LIFESTYLE ASSET MANAGEMENT PTY LTD
Licence ABN 58113067968
Adviser Start Date 2018-02-09
Appointing Representative Name LIFESTYLE ASSET MANAGEMENT PTY LTD
Appointing Representative Number 000288421
Appointing Representative ABN 58113067968

Authorisations to provide financial product advice

  • SCOTT WILLIAM JAMES HEATHWOOD
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Certificate IV UTS
MBA Macquarie University
PS 146 UTS
master of arts University of NSW

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000288421 LIFESTYLE ASSET MANAGEMENT PTY LTD 2018-02-09 - LIFESTYLE ASSET MANAGEMENT PTY LTD
000239194 PACIFIC GENERAL SECURITIES LTD 1994-07-01 - 2008-12-31 SCOTT WILLIAM JAMES HEATHWOOD

Licensee Information

Licence Name LIFESTYLE ASSET MANAGEMENT PTY LTD
Licence Number 000288421
Licence ABN 58113067968

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STEFANIE SECO Lifestyle Asset Management Pty Ltd Current 2018-07-23
EDWARD BROTCHIE Lifestyle Asset Management Pty Ltd Current 2018-07-07
HEINRICH FRITZ JACOBS Lifestyle Asset Management Pty Ltd Current 2018-07-04
RAYMOND NICOLO TREVISAN Lifestyle Asset Management Pty Ltd Current 2018-02-01
WAYNE LUCERNE Lifestyle Asset Management Pty Ltd Current 2018-01-10
PETER CHIGWIDDEN Lifestyle Asset Management Pty Ltd Current 2017-12-13
ANDREW CRAIG Lifestyle Asset Management Pty Ltd Current 2017-10-10
MICHAEL TRAJCEVSKI Lifestyle Asset Management Pty Ltd Current 2017-10-10
VITALIJS GOLUBCIKS Lifestyle Asset Management Pty Ltd Current 2017-10-10
TERRANCE MCMANUS Lifestyle Asset Management Pty Ltd Current 2017-10-08

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.