LIAM JON RUTTY


Licensee: JBS FINANCIAL STRATEGISTS PTY LTD

LIAM JON RUTTY (Adviser# 000341968) 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 LIAM JON RUTTY
Adviser Number 000341968
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000486674
JBS FINANCIAL STRATEGISTS PTY LTD
Licence Controlled By JBS FINANCIAL STRATEGISTS PTY LTD
Adviser Start Date 2018-06-04
Appointing Representative Name JBS FINANCIAL STRATEGISTS PTY LTD
Appointing Representative Number 000486674
Memberships Association of Financial Advisers (AFA)
Further Restrictions Exclude ASX Direct Equities and Self Managed Super Funds

Authorisations to provide financial product advice

  • LIAM JON RUTTY
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Economics & Finance) RMIT University
Margin Lending & Geared Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000486674 JBS FINANCIAL STRATEGISTS PTY LTD
Licence controlled by: JBS FINANCIAL STRATEGISTS PTY LTD
Further restrictions: Exclude ASX Direct Equities and Self Managed Super Funds
2018-06-04 - JBS FINANCIAL STRATEGISTS PTY LTD
000246638 INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD
2012-05-31 - 2016-06-30 INTERPRAC FINANCIAL PLANNING PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2009-10-20 - 2012-05-24 LIAM JON RUTTY

Licensee Information

Licence Name JBS FINANCIAL STRATEGISTS PTY LTD
Licence Number 000486674

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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.