JOANNE MARY MURRAY (Adviser# 000387196) 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 November 4, 2010.
Register Name | Financial Advisers |
Adviser Name | JOANNE MARY MURRAY |
Adviser Number | 000387196 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2010 |
Financial Service (AFS) Licence |
Licence# 000246580 LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD |
Licence ABN | 94304403582 |
Adviser Start Date | 2010-11-04 |
Appointing Representative Name | LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD |
Appointing Representative Number | 000246580 |
Appointing Representative ABN | 94304403582 |
Memberships | Financial Planning Association of Australia (FPA) |
Further Restrictions | Retirement Savings Accounts should have been included - accidentally omitted on initial declaration |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Business | Business Management / Human Resources Management - Charles Sturt University |
Certificate 4 in Financial Services | Institute of Financial Services |
Certified Financial Planner program | Financial Planning Association |
Diploma of Financial Services (Financial Planning) | Three Sixty (GWM Adviser Services) |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000246580 |
LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD
Further restrictions: Retirement Savings Accounts should have been included - accidentally omitted on initial declaration |
2010-11-04 - | LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD |
Licence Name | LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD |
Licence Number | 000246580 |
Licence ABN | 94304403582 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
STUART CRUICKSHANK | Lisa Kovacs Pty Ltd & Paul Fenton & Associates Pty Ltd | Current | 2010-11-04 |
MONICA PATRICIA DIGNAN | Lisa Kovacs Pty Ltd & Paul Fenton & Associates Pty Ltd | Current | 2004-02-02 |
PAUL ANTHONY FENTON | Lisa Kovacs Pty Ltd & Paul Fenton & Associates Pty Ltd | Ceased | 2004-02-02 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
STUART CRUICKSHANK | Lisa Kovacs Pty Ltd & Paul Fenton & Associates Pty Ltd | Current | 2010-11-04 |
MONICA PATRICIA DIGNAN | Lisa Kovacs Pty Ltd & Paul Fenton & Associates Pty Ltd | Current | 2004-02-02 |
PAUL ANTHONY FENTON | Lisa Kovacs Pty Ltd & Paul Fenton & Associates Pty Ltd | Ceased | 2004-02-02 |
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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.