CODY JACK HARMON (Adviser# 000448301) 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 June 7, 2017.
| Register Name | Financial Advisers |
| Adviser Name | CODY JACK HARMON |
| Adviser Number | 000448301 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000247429 FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Licence ABN | 33093667595 |
| Licence Controlled By |
FTZ TOPCO PTY LTD ftz holdco pty ltd ftz mezzco pty ltd yorkway (victoria) bidco pty ltd |
| Adviser Start Date | 2017-06-07 |
| Appointing Representative Name | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000247429 |
| Appointing Representative ABN | 33093667595 |
| Memberships |
Financial Planning Association of Australia (FPA) Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| 928 Margin Lending | Knowledge and Skills - Kaplan Professional |
| Bachelor of Business (Ecomomics and Finance) | Royal Melbourne Institute of Technology |
| Diploma of Financial Planning | Integrity Education Group |
| Self-Managed Super Funds (SMSF) | Integrity Education Group |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd |
2017-06-07 - | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| 000446448 | MERIDIAN WEALTH MANAGEMENT PTY. LTD. | 2015-07-20 - 2017-06-02 | MERIDIAN WEALTH MANAGEMENT PTY. LTD. |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2013-11-05 - 2015-05-20 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Licence Number | 000247429 |
| Licence ABN | 33093667595 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| UNG QUYEN QUACH | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-24 |
| BENJAMIN JAMES BOUFFLER | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-18 |
| HELEN RUSSO | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-01 |
| AYNSLEY JANE JURSON | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-01 |
| ANDREW WILLIAM BUTTERELL | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-26 |
| BOBBE-LEE DUNCOMBE | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-20 |
| BENJAMIN CARLTON RICHARDS | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-09 |
| JUSTIN BRUCE CLYNES | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-09 |
| BRETT STANLEY ELLIS | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-05-08 |
| IAN DONALD GIBSON | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-04-10 |
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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.