JAMES ROBERT CHARLES GOULDSON (Adviser# 000342168) 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 October 26, 2009.
| Register Name | Financial Advisers |
| Adviser Name | JAMES ROBERT CHARLES GOULDSON |
| Adviser Number | 000342168 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000227870 REDWOOD WEALTH ALLIANCE PTY LTD |
| Licence ABN | 54085130187 |
| Licence Controlled By | COTT INVEST PTY LTD |
| Adviser Start Date | 2009-10-26 |
| Appointing Representative Name | REDWOOD WEALTH ALLIANCE PTY LTD |
| Appointing Representative Number | 000227870 |
| Appointing Representative ABN | 54085130187 |
| Memberships | Chartered Financial Analyst Institute (CFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | UWA |
| Chartered Financial Analyst | CFA Institute |
| RG146 Gap Training Program for CFA Charterholders & Candidates (General Advice) | Financial Education Professionals |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000227870 |
REDWOOD WEALTH ALLIANCE PTY LTD
Licence controlled by: COTT INVEST PTY LTD |
2009-10-26 - | REDWOOD WEALTH ALLIANCE PTY LTD |
| 000227870 |
REDWOOD WEALTH ALLIANCE PTY LTD
Licence controlled by: COTT INVEST PTY LTD |
2006-12-01 - 2015-03-17 |
| Licence Name | REDWOOD WEALTH ALLIANCE PTY LTD |
| Licence Number | 000227870 |
| Licence ABN | 54085130187 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| EBONY ANN GARE | Redwood Wealth Alliance Pty Ltd | Current | 2018-01-22 |
| ADAM RAYMOND BRENNAN | Redwood Wealth Alliance Pty Ltd | Current | 2017-07-20 |
| CARLO RIGOLI | Redwood Wealth Alliance Pty Ltd | Current | 2015-04-13 |
| CINDY CHIUMAN | Redwood Wealth Alliance Pty Ltd | Current | 2014-07-04 |
| PETER AUSTEN CHISHOLM EASTMAN | Redwood Wealth Alliance Pty Ltd | Current | 2006-11-17 |
| STEVEN JAMES HENDRY | Redwood Wealth Alliance Pty Ltd | Current | 2005-07-07 |
| PAUL DAVID BEGLEY | Redwood Wealth Alliance Pty Ltd | Current | 2003-07-01 |
| LEE BRADLEY MARTYN | Redwood Wealth Alliance Pty Ltd | Ceased | 2003-07-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| EBONY ANN GARE | Redwood Wealth Alliance Pty Ltd | Current | 2018-01-22 |
| ADAM RAYMOND BRENNAN | Redwood Wealth Alliance Pty Ltd | Current | 2017-07-20 |
| CARLO RIGOLI | Redwood Wealth Alliance Pty Ltd | Current | 2015-04-13 |
| CINDY CHIUMAN | Redwood Wealth Alliance Pty Ltd | Current | 2014-07-04 |
| PETER AUSTEN CHISHOLM EASTMAN | Redwood Wealth Alliance Pty Ltd | Current | 2006-11-17 |
| STEVEN JAMES HENDRY | Redwood Wealth Alliance Pty Ltd | Current | 2005-07-07 |
| PAUL DAVID BEGLEY | Redwood Wealth Alliance Pty Ltd | Current | 2003-07-01 |
| LEE BRADLEY MARTYN | Redwood Wealth Alliance Pty Ltd | Ceased | 2003-07-01 |
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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.