DAVID JASON FOORD

Licensee: SHINEWING AUSTRALIA WEALTH PTY LTD

DAVID JASON FOORD (Adviser# 000278056) 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 July 7, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID JASON FOORD
Adviser Number 000278056
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000236556
SHINEWING AUSTRALIA WEALTH PTY LTD
Licence ABN 34006341386
Licence Controlled By ShineWing Australia Pty Ltd and HF & R Holdings Pty Ltd
Adviser Start Date 2004-07-07
Appointing Representative Name SHINEWING AUSTRALIA WEALTH PTY LTD
Appointing Representative Number 000236556
Appointing Representative ABN 34006341386
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DAVID JASON FOORD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Bachelor of Economics LaTrobe University
Certified Financial Planner (CFP) Financial Planning Association of Australia (FPA)
Diploma of Financial Planning Financial Planning Association of Australia (FPA)
Margin Lending and Geared Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000236556 SHINEWING AUSTRALIA WEALTH PTY LTD
Licence controlled by: ShineWing Australia Pty Ltd and HF & R Holdings Pty Ltd
2004-07-07 - SHINEWING AUSTRALIA WEALTH PTY LTD
000224662 WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 17/03/2017]
2004-07-07 - 2010-09-10 DAVID JASON FOORD

Licensee Information

Licence Name SHINEWING AUSTRALIA WEALTH PTY LTD
Licence Number 000236556
Licence ABN 34006341386

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
AMIE MICHELLE DUNN Shinewing Australia Wealth Pty Ltd Ceased 2017-04-19
EVAN PAUL FOUDOULIS Shinewing Australia Wealth Pty Ltd Current 2016-07-01
ROCHELLE TANIA BROGAN Shinewing Australia Wealth Pty Ltd Current 2016-07-01
KEEGAN DONAL O'ROURKE Shinewing Australia Wealth Pty Ltd Current 2016-04-26
MATTHEW JOHN BAUM Shinewing Australia Wealth Pty Ltd Current 2012-06-18
DANIEL JOHN MINIHAN Shinewing Australia Wealth Pty Ltd Current 2004-01-01
JOHN CHARLES BARBOUR Shinewing Australia Wealth Pty Ltd Current 2004-01-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
AMIE MICHELLE DUNN Shinewing Australia Wealth Pty Ltd Ceased 2017-04-19
EVAN PAUL FOUDOULIS Shinewing Australia Wealth Pty Ltd Current 2016-07-01
ROCHELLE TANIA BROGAN Shinewing Australia Wealth Pty Ltd Current 2016-07-01
KEEGAN DONAL O'ROURKE Shinewing Australia Wealth Pty Ltd Current 2016-04-26
MATTHEW JOHN BAUM Shinewing Australia Wealth Pty Ltd Current 2012-06-18
DANIEL JOHN MINIHAN Shinewing Australia Wealth Pty Ltd Current 2004-01-01
JOHN CHARLES BARBOUR Shinewing Australia Wealth Pty Ltd Current 2004-01-01

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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.