WENDY ALEXANDRA GRANT FERGIE (Adviser# 000340625) 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 May 28, 2018.
| Register Name | Financial Advisers |
| Adviser Name | WENDY ALEXANDRA GRANT FERGIE |
| Adviser Number | 000340625 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000335815 EVENTUS WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 62134958642 |
| Adviser Start Date | 2018-05-28 |
| Appointing Representative Name | PORT PHILLIP FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000253775 |
| Appointing Representative ABN | 88085946032 |
| Memberships | Chartered Financial Analyst Institute (CFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate of Superannuation Management | Association of Superannuation Funds of Australia |
| Diploma of Financial Services | Kaplan Education |
| Graduate Diploma in Applied Finance & Investment | Securities Institute Education |
| Graduate Diploma in Psychology | University of Melbourne |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000335815 | EVENTUS WEALTH MANAGEMENT PTY LTD | 2018-05-28 - | PORT PHILLIP FINANCIAL SERVICES PTY LTD |
| Licence Name | EVENTUS WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000335815 |
| Licence ABN | 62134958642 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JESSICA STEPHANIE ORRICO | Eventus Wealth Management Pty Ltd | Ceased | 2018-03-01 |
| JENNIFER ANNE WEIGHT | Eventus Wealth Management Pty Ltd | Current | 2017-02-13 |
| DAVID RAYMOND CARLSON | Eventus Wealth Management Pty Ltd | Current | 2017-02-01 |
| LOUISE ANN MORRIS | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| ANGELA MAREE POLLARD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| DONALD ROY MCDONALD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JESSICA STEPHANIE ORRICO | Eventus Wealth Management Pty Ltd | Ceased | 2018-03-01 |
| JENNIFER ANNE WEIGHT | Eventus Wealth Management Pty Ltd | Current | 2017-02-13 |
| DAVID RAYMOND CARLSON | Eventus Wealth Management Pty Ltd | Current | 2017-02-01 |
| LOUISE ANN MORRIS | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| ANGELA MAREE POLLARD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| DONALD ROY MCDONALD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
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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.