JONATHAN WILLIAM TAYLOR (Adviser# 000362881) 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 18, 2010.
| Register Name | Financial Advisers |
| Adviser Name | JONATHAN WILLIAM TAYLOR |
| Adviser Number | 000362881 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000304366 AAA PRIVATE WEALTH ADVISORS PTY LTD |
| Licence ABN | 19121081810 |
| Adviser Start Date | 2010-06-18 |
| Appointing Representative Name | AAA PRIVATE WEALTH ADVISORS PTY LTD |
| Appointing Representative Number | 000304366 |
| Appointing Representative ABN | 19121081810 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Edith Cowan University |
| Diploma Financial Services Financial Planning | Kaplan |
| Graduate Diploma Chartered Accounting | Institute of Chartered Accountants Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000304366 | AAA PRIVATE WEALTH ADVISORS PTY LTD | 2010-06-18 - | AAA PRIVATE WEALTH ADVISORS PTY LTD |
| Licence Name | AAA PRIVATE WEALTH ADVISORS PTY LTD |
| Licence Number | 000304366 |
| Licence ABN | 19121081810 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GRANT JOSHUA CARSLAKE | Aaa Private Wealth Advisors Pty Ltd | Current | 2016-06-21 |
| PHILIP GRANT SHREEVE | Aaa Private Wealth Advisors Pty Ltd | Current | 2016-03-01 |
| GEOFFREY ALAN CARSLAKE | Aaa Private Wealth Advisors Pty Ltd | Current | 2006-11-01 |
| MALCOLM GLEN SHREEVE | Aaa Private Wealth Advisors Pty Ltd | Current | 2006-11-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GRANT JOSHUA CARSLAKE | Aaa Private Wealth Advisors Pty Ltd | Current | 2016-06-21 |
| PHILIP GRANT SHREEVE | Aaa Private Wealth Advisors Pty Ltd | Current | 2016-03-01 |
| GEOFFREY ALAN CARSLAKE | Aaa Private Wealth Advisors Pty Ltd | Current | 2006-11-01 |
| MALCOLM GLEN SHREEVE | Aaa Private Wealth Advisors Pty Ltd | Current | 2006-11-01 |
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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.