JASON PATRICK MCFADDEN (Adviser# 000310317) 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 November 2, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JASON PATRICK MCFADDEN |
| Adviser Number | 000310317 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000492953 DIRECTION ADVICE GROUP PTY LTD |
| Licence Controlled By | Jason MCFADDEN |
| Adviser Start Date | 2017-11-02 |
| Appointing Representative Name | PINNACLE ADVICE PTY LTD |
| Appointing Representative Number | 001258793 |
| Appointing Representative ABN | 44621271583 |
| Memberships |
Association of Independently Owned Financial Professionals (AIOFP) FINSIA Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Accounting) | University of New England |
| Certificate in Aged Care | Aged Care Steps |
| Diploma of Financial Planning | Deakin University |
| Graduate Diploma of Applied Finance and Investment | Kaplan |
| Margin Lending and Geared Investments | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000492953 |
DIRECTION ADVICE GROUP PTY LTD
Licence controlled by: Jason MCFADDEN |
2017-11-02 - | PINNACLE ADVICE PTY LTD |
| 000492953 |
DIRECTION ADVICE GROUP PTY LTD
Licence controlled by: Jason MCFADDEN |
2017-01-19 - 2017-11-01 | H & B 1908 PTY LTD |
| 000492953 |
DIRECTION ADVICE GROUP PTY LTD
Licence controlled by: Jason MCFADDEN |
2017-01-17 - 2017-01-18 | DIRECTION ADVICE GROUP PTY LTD |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-03-01 - 2017-01-16 | WEALTHSURE FINANCIAL SERVICES PTY LTD |
| 000238030 | WEALTHSURE PTY LTD | 2011-06-30 - 2015-02-28 | H & B 1908 PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2009-12-15 - 2011-06-30 | H & B 1908 PTY LTD |
| Licence Name | DIRECTION ADVICE GROUP PTY LTD |
| Licence Number | 000492953 |
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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.