NERIDA JAYNE SECCOMBE

Licensee: THE HERON PARTNERSHIP PTY LIMITED

NERIDA JAYNE SECCOMBE (Adviser# 000360231) 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 8, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name NERIDA JAYNE SECCOMBE
Adviser Number 000360231
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000252538
THE HERON PARTNERSHIP PTY LIMITED
Licence ABN 79100196272
Adviser Start Date 2010-06-08
Appointing Representative Name THE HERON PARTNERSHIP PTY LIMITED
Appointing Representative Number 000252538
Appointing Representative ABN 79100196272
Memberships Institute of Actuaries of Australia
New Zealand Society of Actuaries
Further Restrictions Condition start date time 11/06/2009 1. This licence authorises the licensee to carry on a financial services business to: (a) provide financial product advice for the following classes of financial products: (i) deposit and payment products limited to: (A) basic deposit products; (ii) life products including: (A) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and (B) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; (iii) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and (iv) superannuation; to retail and wholesale clients.

Authorisations to provide financial product advice

  • NERIDA JAYNE SECCOMBE
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Actuary Institute of Actuaries of Australia
Actuary The New Zealand Society of Actuaries
Bachelor of Economics Macquarie University NSW

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000252538 THE HERON PARTNERSHIP PTY LIMITED
Further restrictions: Condition start date time 11/06/2009 1. This licence authorises the licensee to carry on a financial services business to: (a) provide financial product advice for the following classes of financial products: (i) deposit and payment products limited to: (A) basic deposit products; (ii) life products including: (A) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and (B) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; (iii) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and (iv) superannuation; to retail and wholesale clients.
2010-06-08 - THE HERON PARTNERSHIP PTY LIMITED
000299968 HEWITT ASSOCIATES PTY LTD 2006-07-04 - 2010-05-01

Licensee Information

Licence Name THE HERON PARTNERSHIP PTY LIMITED
Licence Number 000252538
Licence ABN 79100196272

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER DARRYL BUTLER The Heron Partnership Pty Limited Current 2009-06-11
WENDY JOY BARTON The Heron Partnership Pty Limited Current 2009-06-11

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER DARRYL BUTLER The Heron Partnership Pty Limited Current 2009-06-11
WENDY JOY BARTON The Heron Partnership Pty Limited Current 2009-06-11

Competitor

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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.