JIE ZHU (Adviser# 000407508) 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 July 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JIE ZHU |
| Adviser Number | 000407508 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000413980 ELKCORP PTY LTD |
| Licence ABN | 13154214034 |
| Adviser Start Date | 2018-07-02 |
| Appointing Representative Name | ELKCORP PTY LTD |
| Appointing Representative Number | 000413980 |
| Appointing Representative ABN | 13154214034 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning (FNS60410) | Kaplan Professional Education |
| Advanced Diploma of Financial Planning | Kaplan Professional |
| Bachelor of Commerce (Accounting) | Macquarie University |
| Bachelor of Commerce | Accounting - Macquarie University |
| Margin lending | Kaplan Professional |
| Master of Applied Finance | Macquarie University |
| Master of Applied Finance | Macquarie University |
| Self Managed Superannuation Fund | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000413980 | ELKCORP PTY LTD | 2018-07-02 - | ELKCORP PTY LTD |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2012-10-15 - 2015-04-17 | WESTPAC BANKING CORPORATION |
| 000292464 |
LONGHOU CAPITAL MARKETS PTY LTD
Licence controlled by: Longhou Investment Holdings Pty Ltd ~ SOUTHERN FOREST INVESTMENT PTY LTD [Date Ceased: 19/04/2016] |
2011-07-01 - 2012-07-27 |
| Licence Name | ELKCORP PTY LTD |
| Licence Number | 000413980 |
| Licence ABN | 13154214034 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| IAN MATTHEW KEBBLEWHITE | Elkcorp Pty Ltd | Current | 2016-11-04 |
| GILBERTO FEITOSA SOUSA | Elkcorp Pty Ltd | Ceased | 2016-03-04 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| IAN MATTHEW KEBBLEWHITE | Elkcorp Pty Ltd | Current | 2016-11-04 |
| GILBERTO FEITOSA SOUSA | Elkcorp Pty Ltd | Ceased | 2016-03-04 |
Please comment or provide details below to improve the information on .
| 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.