JOEL SIMON EVANS (Adviser# 000411461) 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 May 15, 2015.
| Register Name | Financial Advisers |
| Adviser Name | JOEL SIMON EVANS |
| Adviser Number | 000411461 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000472429 EVARO WEALTH PARTNERS PTY LTD |
| Adviser Start Date | 2015-05-15 |
| Appointing Representative Name | EVARO WEALTH PARTNERS PTY LTD |
| Appointing Representative Number | 000472429 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Accredited Listed Products Adviser program | Kaplan Professional |
| BCom (Accounting & Finance) | University of Newcastle |
| Certificate IV in Finance & Mortgage Broking | Kaplan Professional |
| Certificate in Self-managed Superannuation | Kaplan Professional |
| Certified Financial Planner program | Financial Planning Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000472429 | EVARO WEALTH PARTNERS PTY LTD | 2015-05-15 - | EVARO WEALTH PARTNERS PTY LTD |
| 000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2011-09-16 - 2015-04-17 | GENESYS WEALTH ADVISERS LIMITED |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2007-10-15 - 2011-08-22 |
| Licence Name | EVARO WEALTH PARTNERS PTY LTD |
| Licence Number | 000472429 |
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.