MALCOLM JONES (Adviser# 000267643) 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 June 9, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MALCOLM JONES |
| Adviser Number | 000267643 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1968 |
| Financial Service (AFS) Licence |
Licence# 000303000 THE WEALTH PARTNERSHIP PTY LTD |
| Licence ABN | 67119153043 |
| Licence Controlled By | RAMSHEAD INVESTORS PTY LTD |
| Adviser Start Date | 2017-06-09 |
| Appointing Representative Name | TWP CLIENT SERVICES PTY LTD |
| Appointing Representative Number | 001255708 |
| Further Restrictions | Estate Planning and Wills |
|
| Qualification / Degree | Institute / School |
|---|---|
| PS146 Training Course 1 Managed Investments and Securities | Financial Services Training & Assessment Pty Ltd |
| PS146 Training Course 2 Life Insurance and Insurance Broking | Financial Services Training & Assessment Pty Ltd |
| PS146 Training Course 3 Superannuation | Financial Services Training & Assessment Pty Ltd |
| PS146 Training Course 4 Financial Planning | Financial Services Training & Assessment Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000303000 |
THE WEALTH PARTNERSHIP PTY LTD
Licence controlled by: RAMSHEAD INVESTORS PTY LTD Further restrictions: Estate Planning and Wills |
2017-06-09 - | TWP CLIENT SERVICES PTY LTD |
| 000344085 |
BRISTOL STREET FINANCIAL SERVICES PTY LTD
Further restrictions: Estate Planning and Wills |
2016-01-22 - 2017-06-09 | BRISTOL STREET FINANCIAL SERVICES PTY LTD |
| 000414256 |
AIW DEALER SERVICES PTY LTD
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD |
2014-06-24 - 2015-12-18 | AIW DEALER SERVICES PTY LTD |
| 000338441 | 101 WEALTH SOLUTIONS PTY LTD | 2011-01-13 - 2014-06-24 | MALCOLM JONES |
| 000312478 | AAA FINANCIAL INTELLIGENCE LTD | 2007-09-03 - 2011-01-13 | MALCOLM JONES |
| Licence Name | THE WEALTH PARTNERSHIP PTY LTD |
| Licence Number | 000303000 |
| Licence ABN | 67119153043 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID MCDONALD | The Wealth Partnership Pty Ltd | Current | 2018-04-23 |
| PAUL JOSEPH MANKA | The Wealth Partnership Pty Ltd | Current | 2016-03-01 |
| ANTHONY JOHN RUMBLE | The Wealth Partnership Pty Ltd | Current | 2016-02-04 |
| DONALD KENNETH SHEA | The Wealth Partnership Pty Ltd | Ceased | 2006-10-05 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID MCDONALD | The Wealth Partnership Pty Ltd | Current | 2018-04-23 |
| PAUL JOSEPH MANKA | The Wealth Partnership Pty Ltd | Current | 2016-03-01 |
| ANTHONY JOHN RUMBLE | The Wealth Partnership Pty Ltd | Current | 2016-02-04 |
| DONALD KENNETH SHEA | The Wealth Partnership Pty Ltd | Ceased | 2006-10-05 |
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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.