WILLIAM JAMES EZZY


Licensee: DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD

WILLIAM JAMES EZZY (Adviser# 000450458) 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 February 26, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name WILLIAM JAMES EZZY
Adviser Number 000450458
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000239690
DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Licence ABN 48060159917
Licence Controlled By DPM Pty Ltd
Adviser Start Date 2016-02-26
Appointing Representative Name DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Appointing Representative Number 000239690
Appointing Representative ABN 48060159917
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • WILLIAM JAMES EZZY
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce The University of Melbourne
Certified Financial Planner FPA
Masters of Applied Finance (Financial Planning) Kaplan Professional
SMSF Specialist Knowledge Course Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000239690 DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Licence controlled by: DPM Pty Ltd
2016-02-26 - DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
000469418 WH CAPITAL PTY LTD 2015-02-19 - 2016-02-04 WARR HUNT PTY LTD
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2013-12-19 - 2015-02-18 WILLIAM JAMES EZZY
000238098 CITIGROUP PTY LIMITED
Licence controlled by: Citi Investments Bahamas Limited ~ Citi Overseas Holdings Bahamas Limited
2012-03-01 - 2013-01-11

Licensee Information

Licence Name DOQUILE PERRETT MEADE FINANCIAL SERVICES LTD
Licence Number 000239690
Licence ABN 48060159917

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
AMELA HALILOVIC Doquile Perrett Meade Financial Services Ltd Current 2016-11-07
CHRISTA PAWLOWSKI Doquile Perrett Meade Financial Services Ltd Current 2016-09-07
THOMAS ROGERS Doquile Perrett Meade Financial Services Ltd Current 2016-08-15
JUSTIN PORRINS Doquile Perrett Meade Financial Services Ltd Current 2015-10-21
CHRISTIAN JOHN SEELEY Doquile Perrett Meade Financial Services Ltd Current 2015-09-28
STACEY CATHERINE FORFAR Doquile Perrett Meade Financial Services Ltd Ceased 2015-09-28
SIMON THWAITES Doquile Perrett Meade Financial Services Ltd Current 2015-08-14
MATHEW TISCHLER Doquile Perrett Meade Financial Services Ltd Current 2011-08-15
DINAL RAVI GUNARATNAM Doquile Perrett Meade Financial Services Ltd Current 2011-04-11
DAMIEN CHRISTOPHER PORT Doquile Perrett Meade Financial Services Ltd Current 2010-03-26

Competitor

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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.