JASMINE KATRINA THEOPHILE


Licensee: EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED

JASMINE KATRINA THEOPHILE (Adviser# 000319963) 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 June 4, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JASMINE KATRINA THEOPHILE
Adviser Number 000319963
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000245451
EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Licence ABN 38078629973
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2018-06-04
Appointing Representative Name EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Appointing Representative Number 000245451
Appointing Representative ABN 38078629973
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • JASMINE KATRINA THEOPHILE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce in Marketing, Tourism and Hospitality Management University of New South Wales
Graduate Diploma of Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000245451 EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2018-06-04 - EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED

Licensee Information

Licence Name EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Licence Number 000245451
Licence ABN 38078629973

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DION RICHARDSON Executive Wealth Management Financial Services Pty Limited Current 2018-07-25
WALID DAVID Executive Wealth Management Financial Services Pty Limited Current 2017-01-01
ALLAN WILLIAM ROSE Executive Wealth Management Financial Services Pty Limited Current 2016-12-02
CRAIG ANTHONY WOODMAN Executive Wealth Management Financial Services Pty Limited Current 2016-12-02
PAULA CATHERINE BARHAM Executive Wealth Management Financial Services Pty Limited Current 2016-12-02
PAUL DAVID GILBEY Executive Wealth Management Financial Services Pty Limited Current 2016-08-01
JULIE SUSAN HAUTOT Executive Wealth Management Financial Services Pty Limited Current 2016-08-01
PATRICIA SPILLMAN Executive Wealth Management Financial Services Pty Limited Ceased 2016-05-30
DAVID JAMES HANSEN Executive Wealth Management Financial Services Pty Limited Current 2016-01-04
TARA LOUISE DRUCZA Executive Wealth Management Financial Services Pty Limited Ceased 2015-08-01

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Dataset Information


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.