JESSICA LOOI


Licensee: GUIDEWAY FINANCIAL SERVICES PTY LTD

JESSICA LOOI (Adviser# 000429304) 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 April 3, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JESSICA LOOI
Adviser Number 000429304
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000420367
GUIDEWAY FINANCIAL SERVICES PTY LTD
Licence ABN 46156498538
Adviser Start Date 2018-04-03
Appointing Representative Name GUIDEWAY FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000420367
Appointing Representative ABN 46156498538
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.

Authorisations to provide financial product advice

  • JESSICA LOOI
  • ·
  • 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
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan Professional Education
Certified Financial Planner Deakin University
Diploma of Financial Planning Kaplan Professional Education
Margin Lending (928S) Kaplan Professional Education
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000420367 GUIDEWAY FINANCIAL SERVICES PTY LTD
Further restrictions: Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.
2018-04-03 - GUIDEWAY FINANCIAL SERVICES PTY LTD
000230511 LGIASUPER TRUSTEE 2018-01-01 - 2018-04-02 LGIASUPER SERVICES PTY LTD
000230511 LGIASUPER TRUSTEE 2016-07-04 - 2017-12-31 LGIASUPER TRUSTEE
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2013-12-11 - 2016-06-09 WESTPAC BANKING CORPORATION
000230690 GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2012-10-10 - 2013-10-21

Licensee Information

Licence Name GUIDEWAY FINANCIAL SERVICES PTY LTD
Licence Number 000420367
Licence ABN 46156498538

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RICHARD PURCHASE Guideway Financial Services Pty Ltd Current 2018-07-19
CHRISTOPHER PARSONS Guideway Financial Services Pty Ltd Current 2018-07-19
BENJAMIN PETER BASEDOW Guideway Financial Services Pty Ltd Current 2018-07-16
MANOJ PRASAD SHARMA Guideway Financial Services Pty Ltd Current 2018-04-09
JEFFREY WATKINS Guideway Financial Services Pty Ltd Current 2018-02-13
CAMERON TEAGUE Guideway Financial Services Pty Ltd Current 2017-12-18
JOHN MULCAHY Guideway Financial Services Pty Ltd Current 2017-12-18
MARTIN GEE Guideway Financial Services Pty Ltd Current 2017-12-07
BRADLEY JAMES PRICE Guideway Financial Services Pty Ltd Current 2017-12-05
MARK BASTIAANS Guideway Financial Services Pty Ltd Current 2017-12-01

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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.