ANTONY JON WHIPP


Licensee: ASET WEALTH MANAGEMENT PTY LTD

ANTONY JON WHIPP (Adviser# 000280119) 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 2, 2008.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANTONY JON WHIPP
Adviser Number 000280119
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000316844
ASET WEALTH MANAGEMENT PTY LTD
Licence ABN 34125428855
Adviser Start Date 2008-07-02
Appointing Representative Name ASET AWM PTY LTD
Appointing Representative Number 000322796
Appointing Representative ABN 90099026347
Memberships Financial Planning Association of Australia (FPA)
SMSF Professionals Association of Australia (SPAA)

Authorisations to provide financial product advice

  • ANTONY JON WHIPP
  • ·
  • 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
Adv Diploma of Financial Services (Financial Planning) Kaplan
B Business Charles Sturt University
Certified Financial Planner Financial Planning Association
SMSF Kaplan
SMSF Adviser The Strategist Group

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000316844 ASET WEALTH MANAGEMENT PTY LTD 2008-07-02 - ASET AWM PTY LTD

Licensee Information

Licence Name ASET WEALTH MANAGEMENT PTY LTD
Licence Number 000316844
Licence ABN 34125428855

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
TIMOTHY PETER WEBB Aset Wealth Management Pty Ltd Current 2010-12-03
AMANDA KATE TURNBULL Aset Wealth Management Pty Ltd Ceased 2010-12-03
SEAN THOMAS HAMMOND Aset Wealth Management Pty Ltd Current 2008-03-04
ALISON JOY SMITH Aset Wealth Management Pty Ltd Current 2008-03-04

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
TIMOTHY PETER WEBB Aset Wealth Management Pty Ltd Current 2010-12-03
AMANDA KATE TURNBULL Aset Wealth Management Pty Ltd Ceased 2010-12-03
SEAN THOMAS HAMMOND Aset Wealth Management Pty Ltd Current 2008-03-04
ALISON JOY SMITH Aset Wealth Management Pty Ltd Current 2008-03-04

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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.