JEFFREY JAMES LIPMAN

Licensee: DIRECT ADVISERS PTY LTD.

JEFFREY JAMES LIPMAN (Adviser# 000448768) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is January 1, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name JEFFREY JAMES LIPMAN
Adviser Number 000448768
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 1989
Financial Service (AFS) Licence Licence# 000236855
DIRECT ADVISERS PTY LTD.
Licence ABN 82056697342
Adviser Start Date 2013-01-01
Adviser End Date 2016-06-30
Appointing Representative Name DIRECT ADVISERS PTY LTD.
Appointing Representative Number 000236855
Appointing Representative ABN 82056697342

Authorisations to provide financial product advice

  • JEFFREY JAMES LIPMAN

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000236855 DIRECT ADVISERS PTY LTD. 2013-01-01 - 2016-06-30 DIRECT ADVISERS PTY LTD.
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
1989-08-01 - 2013-06-30

Licensee Information

Licence Name DIRECT ADVISERS PTY LTD.
Licence Number 000236855
Licence ABN 82056697342

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
URSULA BOORMAN Direct Advisers Pty Ltd. Current 2004-08-23
PETER JOHN RODGERS Direct Advisers Pty Ltd. Ceased 2004-01-10

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
URSULA BOORMAN Direct Advisers Pty Ltd. Current 2004-08-23
PETER JOHN RODGERS Direct Advisers Pty Ltd. Ceased 2004-01-10

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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.