STEPHEN WILLIAM JONES (Adviser# 000299544) 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 March 1, 2013.
| Register Name | Financial Advisers |
| Adviser Name | STEPHEN WILLIAM JONES |
| Adviser Number | 000299544 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000237971 SMITH COFFEY SECURITIES PTY LTD |
| Licence ABN | 19008812208 |
| Adviser Start Date | 2013-03-01 |
| Appointing Representative Name | SMITH COFFEY SECURITIES PTY LTD |
| Appointing Representative Number | 000237971 |
| Appointing Representative ABN | 19008812208 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) Institute of Public Accountants (IPA) Institute of Public Accountants (IPA) The Tax Institute The Tax Institute |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Accounting) | Edith Cowan University |
| Bachelor of Business (Accounting) | Edith Cowan University |
| Certified Financial Planner | Financial Planning Association |
| Certified Financial Planner | Financial Planning Association |
| Certified Practicing Accountant | CPA Australia |
| Certified Practicing Accountant | CPA Australia |
| Chartered Tax Adviser | The Tax Institute |
| Chartered Tax Adviser | The Tax Institute |
| Institute of Public Accountants | Institute of Public Accountants |
| Institute of Public Accountants | Institute of Public Accountants |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237971 | SMITH COFFEY SECURITIES PTY LTD | 2013-03-01 - | SMITH COFFEY SECURITIES PTY LTD |
| 000237972 | SMITH COFFEY PTY LTD | 2013-03-01 - | SMITH COFFEY PTY LTD |
| Licence Name | SMITH COFFEY SECURITIES PTY LTD |
| Licence Number | 000237971 |
| Licence ABN | 19008812208 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NATALIE ELIZABETH CONROY | Smith Coffey Securities Pty Ltd | Current | 2018-01-31 |
| MICHAEL DEENY | Smith Coffey Securities Pty Ltd | Current | 2017-05-31 |
| MICHAEL CLIFFORD COFFEY | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| JEFFREY DOUGLAS CHIN | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| MARK ROBERT KYNASTON | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| FRANK MATTHEW SMITH | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| MILES DRUMMOND METCALF | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NATALIE ELIZABETH CONROY | Smith Coffey Securities Pty Ltd | Current | 2018-01-31 |
| MICHAEL DEENY | Smith Coffey Securities Pty Ltd | Current | 2017-05-31 |
| MICHAEL CLIFFORD COFFEY | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| JEFFREY DOUGLAS CHIN | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| MARK ROBERT KYNASTON | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| FRANK MATTHEW SMITH | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| MILES DRUMMOND METCALF | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
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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.