MICHAEL PHELAN (Adviser# 000284947) 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 April 29, 2014.
| Register Name | Financial Advisers |
| Adviser Name | MICHAEL PHELAN |
| Adviser Number | 000284947 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000327075 JB ALPHA LTD |
| Licence ABN | 76131376415 |
| Adviser Start Date | 2014-04-29 |
| Appointing Representative Name | JB ALPHA LTD |
| Appointing Representative Number | 000327075 |
| Appointing Representative ABN | 76131376415 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Derivatives | Financial Education Professionals Pty Ltd |
| Diploma of Financial Advising | Securities Institute |
| Foreign Exchange | Financial Education Professionals Pty Ltd |
| Registered Representative | Derivatives - Sydney Futures Exchange Ltd |
| Securities | Financial Education Professionals Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000327075 | JB ALPHA LTD | 2014-04-29 - | JB ALPHA LTD |
| Licence Name | JB ALPHA LTD |
| Licence Number | 000327075 |
| Licence ABN | 76131376415 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ALLAN PAUL FOULKES | Jb Alpha Ltd | Ceased | 2017-09-07 |
| ALLAN PAUL FOULKES | Jb Alpha Ltd | Ceased | 2017-09-04 |
| BRENDAN NEIL DART | Jb Alpha Ltd | Ceased | 2017-02-15 |
| RICHARD JOHN JACKSON | Jb Alpha Ltd | Current | 2015-08-03 |
| MARKUS HELSING | Jb Alpha Ltd | Current | 2015-04-29 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ALLAN PAUL FOULKES | Jb Alpha Ltd | Ceased | 2017-09-07 |
| ALLAN PAUL FOULKES | Jb Alpha Ltd | Ceased | 2017-09-04 |
| BRENDAN NEIL DART | Jb Alpha Ltd | Ceased | 2017-02-15 |
| RICHARD JOHN JACKSON | Jb Alpha Ltd | Current | 2015-08-03 |
| MARKUS HELSING | Jb Alpha Ltd | Current | 2015-04-29 |
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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.