JACQUELINE IRWIN (Adviser# 000285008) 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 21, 2016.
| Register Name | Financial Advisers |
| Adviser Name | JACQUELINE IRWIN |
| Adviser Number | 000285008 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000231103 FIDUCIAN FINANCIAL SERVICES PTY LTD |
| Licence ABN | 46094765134 |
| Licence Controlled By | FIDUCIAN GROUP LIMITED |
| Adviser Start Date | 2016-07-21 |
| Appointing Representative Name | FIDUCIAN FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000231103 |
| Appointing Representative ABN | 46094765134 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
| Further Restrictions | Other Authorisations: Superannuation: (1) Self-Managed Superannuation Funds (2) A person's existing holding in a superannuation product |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) FNS60404 | Quantum Financial Training |
| Aged Care Steps Pty Ltd Advice Accreditation Training Program | Aged Care Steps (ACS) Pty Ltd |
| Certified Financial Planner | Financial Planning Association of Australia |
| Chartered Accountant | Financial Planning Specialist - The Institute of Chartered Accountants in Australia |
| Financial Planning Proper Authority Course | The Institue of Chartered Accountants in Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000231103 |
FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence controlled by: FIDUCIAN GROUP LIMITED Further restrictions: Other Authorisations: Superannuation: (1) Self-Managed Superannuation Funds (2) A person's existing holding in a superannuation product |
2016-07-21 - | FIDUCIAN FINANCIAL SERVICES PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2015-03-19 - 2016-06-30 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000239200 | QUANTUM FINANCIAL SERVICES AUSTRALIA PTY. LIMITED | 2005-01-21 - 2011-07-14 |
| Licence Name | FIDUCIAN FINANCIAL SERVICES PTY LTD |
| Licence Number | 000231103 |
| Licence ABN | 46094765134 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRIAN ANDREW GREAVES | Fiducian Financial Services Pty Ltd | Current | 2018-08-21 |
| GARY RAYMOND AMMON | Fiducian Financial Services Pty Ltd | Current | 2018-05-24 |
| RICHARD PIESSE | Fiducian Financial Services Pty Ltd | Current | 2018-04-09 |
| JOSHUA GRAHAM CHARTERS | Fiducian Financial Services Pty Ltd | Current | 2018-02-05 |
| ALEXANDER JACK WILSON | Fiducian Financial Services Pty Ltd | Current | 2018-01-19 |
| TU THI VO | Fiducian Financial Services Pty Ltd | Current | 2018-01-19 |
| LYNNE MAREE NEVILLE | Fiducian Financial Services Pty Ltd | Current | 2017-11-13 |
| AMY GRACE LIPPIS | Fiducian Financial Services Pty Ltd | Current | 2017-11-03 |
| AMY LEE HOAD | Fiducian Financial Services Pty Ltd | Current | 2017-08-23 |
| TOBY JAMES ALLEN | Fiducian Financial Services Pty Ltd | Current | 2017-07-27 |
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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.