SIMONE RACHEL YOUNG (Adviser# 000376132) 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 27, 2018.
| Register Name | Financial Advisers |
| Adviser Name | SIMONE RACHEL YOUNG |
| Adviser Number | 000376132 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000411846 BLUEWATER FINANCIAL ADVISORS PTY LTD |
| Licence ABN | 99153118533 |
| Adviser Start Date | 2018-06-27 |
| Appointing Representative Name | BLUEWATER FINANCIAL ADVISORS PTY LTD |
| Appointing Representative Number | 000411846 |
| Appointing Representative ABN | 99153118533 |
| Memberships |
Association of Financial Advisers (AFA) Tax (financial) adviser |
|
| Qualification / Degree | Institute / School |
|---|---|
| 928 Margin Lending | Knowledge and Skills - Kaplan |
| Accredited Listed Product Adviser Program | Kaplan |
| Advanced Diploma of Financial Planning | Kaplan |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000411846 | BLUEWATER FINANCIAL ADVISORS PTY LTD | 2018-06-27 - | BLUEWATER FINANCIAL ADVISORS PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2018-04-18 - 2018-06-27 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000496348 |
BG WEALTH MANAGEMENT PTY LTD
Further restrictions: Derivatives, Finance broking, other credit activities and Managed Discretionary Accounts |
2017-10-02 - 2018-04-13 | BG PRIVATE CLIENTS PTY LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2014-06-02 - 2017-09-29 | MAGNITUDE GROUP PTY LTD |
| 000244252 |
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2010-07-30 - 2011-12-20 |
| Licence Name | BLUEWATER FINANCIAL ADVISORS PTY LTD |
| Licence Number | 000411846 |
| Licence ABN | 99153118533 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BEVAN HENERIC | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-30 |
| PAUL JAN BILINSKI | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| GRAHAME IRVINE CRAIG | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| DAVID EARLEY | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| JUDY ZONG | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| MITCHELL AARON JOHNSTON | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| PETER PAUL SOBCZUK-MURAWCZAK | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| KIMBERLY PAGE | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| TYSON THOMAS JONAS | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| BRUCE EDWARD BOUNDY | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
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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.