SIMON ERIC JONES (Adviser# 000276381) 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 21, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SIMON ERIC JONES |
| Adviser Number | 000276381 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2000 |
| Financial Service (AFS) Licence |
Licence# 000483842 PARTNERS WEALTH GROUP ADVICE PTY LTD |
| Licence Controlled By | PARTNERS WEALTH GROUP PTY LTD |
| Adviser Start Date | 2016-12-21 |
| Appointing Representative Name | PARTNERS WEALTH GROUP ADVICE PTY LTD |
| Appointing Representative Number | 000483842 |
| Memberships |
CPA Australia (CPA) National Tax Agents Association (NTAA+) |
| Further Restrictions | SMSF Advice only |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Melbourne |
| Diploma of Financial Planning | IIT |
| Specialist Self Managed Superannuation Funds Course | IIT |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000483842 |
PARTNERS WEALTH GROUP ADVICE PTY LTD
Licence controlled by: PARTNERS WEALTH GROUP PTY LTD Further restrictions: SMSF Advice only |
2016-12-21 - | PARTNERS WEALTH GROUP ADVICE PTY LTD |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities; Standard Margin Lending; SMSF. |
2004-05-25 - 2016-09-01 | FINANCIAL WISDOM LIMITED |
| Licence Name | PARTNERS WEALTH GROUP ADVICE PTY LTD |
| Licence Number | 000483842 |
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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.