TIMOTHY JAMES STAGG


Licensee: BELLWETHER FINANCIAL GROUP PTY LTD

TIMOTHY JAMES STAGG (Adviser# 000337852) 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 August 6, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name TIMOTHY JAMES STAGG
Adviser Number 000337852
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000479993
BELLWETHER FINANCIAL GROUP PTY LTD
Adviser Start Date 2018-08-06
Appointing Representative Name BELLWETHER FINANCIAL GROUP PTY LTD
Appointing Representative Number 000479993
Memberships MFAA - Mortgage & Finance Association of Australia

Authorisations to provide financial product advice

  • TIMOTHY JAMES STAGG
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Murdoch University
Certificate IV Financial Services (Finance/Mortgage Broking) AAMC Training Group
Diploma of Financial Services (Financial Planning) Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000479993 BELLWETHER FINANCIAL GROUP PTY LTD 2018-08-06 - BELLWETHER FINANCIAL GROUP PTY LTD
000237504 MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED
2018-02-16 - 2018-02-26 MACQUARIE EQUITIES LIMITED
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2010-09-14 - 2017-08-11 AMP FINANCIAL PLANNING PTY LIMITED

Licensee Information

Licence Name BELLWETHER FINANCIAL GROUP PTY LTD
Licence Number 000479993

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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.