JOANNA LYN MCCREERY (Adviser# 000288361) 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 September 13, 2006.
| Register Name | Financial Advisers |
| Adviser Name | JOANNA LYN MCCREERY |
| Adviser Number | 000288361 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000303260 MAJELLA WEALTH ADVISERS PTY LIMITED |
| Licence Controlled By |
The Trustee for McCreery Trust & The trustee for Faddy Family Trust [Date Ceased: 27/10/2015] The Trustee for McCreery Trust & The trustee for Faddy Family Trust [Date Ceased: 28/03/2017] Joanna MCCREERY Lisa FADDY |
| Adviser Start Date | 2006-09-13 |
| Appointing Representative Name | MAJELLA WEALTH ADVISERS PTY LIMITED |
| Appointing Representative Number | 000303260 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | Macquarie University |
| Bachelor of Economics | Macquarie University |
| Certified Financial Adviser | Financial Planning Association |
| Certified Financial Planner | FPA |
| Graduate Diploma of Financial Planning | Securities Institute of Australia |
| Graduate Diploma of Financial planning | Securities Institute of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000303260 |
MAJELLA WEALTH ADVISERS PTY LIMITED
Licence controlled by: The Trustee for McCreery Trust & The trustee for Faddy Family Trust [Date Ceased: 27/10/2015] ~ The Trustee for McCreery Trust & The trustee for Faddy Family Trust [Date Ceased: 28/03/2017] ~ Joanna MCCREERY ~ Lisa FADDY |
2006-09-13 - | MAJELLA WEALTH ADVISERS PTY LIMITED |
| Licence Name | MAJELLA WEALTH ADVISERS PTY LIMITED |
| Licence Number | 000303260 |
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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.