JOANNE MARY MURRAY


Licensee: LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • JOANNE MARY MURRAY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

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)

Adviser employment history

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

Licensee Information

Licence Name LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD
Licence Number 000246580
Licence ABN 94304403582

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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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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.