MICHELLE ANNE JOHNS (Adviser# 000449596) 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 30, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MICHELLE ANNE JOHNS |
| Adviser Number | 000449596 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000508724 CAMPASPE FINANCIAL SERVICES PTY LTD |
| Adviser Start Date | 2018-07-30 |
| Appointing Representative Name | CAMPASPE FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000508724 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | The accreditation required is RG 146 in Listed Securities and the Authorisation Certificate shows 'Shares' or 'Securities'. Michelle is authorised to advise on:Direct Equities and ETFs/LICs, up to $200,000 per client in total recommendations (including no change recommendations) with the following ratings:Direct equities with a Buy, Accumulate, Hold or 'Reduce' valuation rating from Morningstar; ETFs/LICs with a Gold, Silver, Bronze or 'Neutral' rating from Morningstar.Equity Model Portfolios (where implementing one of these in full, the value of the shares does not count towards the limit above) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Tribeca Learning |
| CFP | CFP |
| Diploma of Financial Planning | Financial Planning Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000508724 |
CAMPASPE FINANCIAL SERVICES PTY LTD
Further restrictions: The accreditation required is RG 146 in Listed Securities and the Authorisation Certificate shows 'Shares' or 'Securities'. Michelle is authorised to advise on:Direct Equities and ETFs/LICs, up to $200,000 per client in total recommendations (including no change recommendations) with the following ratings:Direct equities with a Buy, Accumulate, Hold or 'Reduce' valuation rating from Morningstar; ETFs/LICs with a Gold, Silver, Bronze or 'Neutral' rating from Morningstar.Equity Model Portfolios (where implementing one of these in full, the value of the shares does not count towards the limit above) |
2018-07-30 - | CAMPASPE FINANCIAL SERVICES PTY LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2013-12-02 - 2018-07-27 | MAGNITUDE GROUP PTY LTD |
| Licence Name | CAMPASPE FINANCIAL SERVICES PTY LTD |
| Licence Number | 000508724 |
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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.