JAMES NEWTON WORTLEY (Adviser# 000311228) 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 December 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JAMES NEWTON WORTLEY |
| Adviser Number | 000311228 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000502728 ENLIGHTENED FINANCIAL SOLUTIONS PTY LTD |
| Licence ABN | 81600104354 |
| Licence Controlled By | JHSC Pty Ltd |
| Adviser Start Date | 2017-12-01 |
| Appointing Representative Name | ENLIGHTENED FINANCIAL SOLUTIONS PTY LTD |
| Appointing Representative Number | 000502728 |
| Appointing Representative ABN | 81600104354 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | CQ University |
| Diploma of Financial Planning | Financial Planning Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000502728 |
ENLIGHTENED FINANCIAL SOLUTIONS PTY LTD
Licence controlled by: JHSC Pty Ltd |
2017-12-01 - | ENLIGHTENED FINANCIAL SOLUTIONS PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform |
2012-08-24 - 2017-11-30 | SECURITOR FINANCIAL GROUP LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2007-04-01 - 2012-08-23 |
| Licence Name | ENLIGHTENED FINANCIAL SOLUTIONS PTY LTD |
| Licence Number | 000502728 |
| Licence ABN | 81600104354 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL MCLEOD | Enlightened Financial Solutions Pty Ltd | Current | 2017-12-01 |
| SCOTT DOUGLAS JAMIESON | Enlightened Financial Solutions Pty Ltd | Current | 2017-12-01 |
| BRENDAN WILLIAM HUGHES | Enlightened Financial Solutions Pty Ltd | Current | 2017-12-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL MCLEOD | Enlightened Financial Solutions Pty Ltd | Current | 2017-12-01 |
| SCOTT DOUGLAS JAMIESON | Enlightened Financial Solutions Pty Ltd | Current | 2017-12-01 |
| BRENDAN WILLIAM HUGHES | Enlightened Financial Solutions Pty Ltd | Current | 2017-12-01 |
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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.