RAYDEN MONTGOMERY JAMES (Adviser# 000328205) 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 February 13, 2018.
| Register Name | Financial Advisers |
| Adviser Name | RAYDEN MONTGOMERY JAMES |
| Adviser Number | 000328205 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000503085 SUPER STRATEGISTS (AFSL) PTY LTD |
| Licence Controlled By | Rayden Montgomery JAMES |
| Adviser Start Date | 2018-02-13 |
| Appointing Representative Name | SUPER STRATEGISTS (AFSL) PTY LTD |
| Appointing Representative Number | 000503085 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Banking and Finance) | QUT |
| Diploma of Financial Services (Financial Planning) | Pinnacle Financial Services |
| Master of Commerce (Financial Planning) | Griffith University |
| SMSF Accreditation | Kaplan |
| TASA 2009 and the Code of Professional Conduct | Tax Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000503085 |
SUPER STRATEGISTS (AFSL) PTY LTD
Licence controlled by: Rayden Montgomery JAMES |
2018-02-13 - | SUPER STRATEGISTS (AFSL) PTY LTD |
| 000344762 | SENTINEL PRIVATE WEALTH PTY LTD | 2016-08-16 - 2018-02-12 | SENTINEL PRIVATE WEALTH PTY LTD |
| 000345905 | MYPLANNER AUSTRALIA PTY LTD | 2014-07-07 - 2016-07-15 | MYPLANNER AUSTRALIA PTY LTD |
| 000301642 | CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD | 2013-09-06 - 2014-07-07 | RAYDEN MONTGOMERY JAMES |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2012-09-28 - 2013-09-05 | RAYDEN MONTGOMERY JAMES |
| 000225982 |
AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE |
2012-03-21 - 2012-09-28 | RAYDEN MONTGOMERY JAMES |
| 000247062 | RETIREWELL FINANCIAL PLANNING PTY. LTD. | 2008-07-28 - 2012-02-10 | RAYDEN MONTGOMERY JAMES |
| Licence Name | SUPER STRATEGISTS (AFSL) PTY LTD |
| Licence Number | 000503085 |
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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.