JASON ANTHONY ATKINS


Licensee: FYG PLANNERS PTY LTD

JASON ANTHONY ATKINS (Adviser# 000454671) 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 May 8, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JASON ANTHONY ATKINS
Adviser Number 000454671
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000224543
FYG PLANNERS PTY LTD
Licence ABN 55094972540
Licence Controlled By The Trustee for Mancell Family Trust
Adviser Start Date 2017-05-08
Appointing Representative Name THE TRUSTEE FOR WSC GROUP - AUST WEALTH MANAGEMENT UNIT TRUST
Appointing Representative Number 001232852
Appointing Representative ABN 69557113626
Memberships Financial Planning Association of Australia (FPA)
Independent Financial Advisers Association of Australia (IFAAA)

Authorisations to provide financial product advice

  • JASON ANTHONY ATKINS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan
Certified Financial Planner FPA
Diploma of Financial Planning AISA
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000224543 FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust
2017-05-08 - THE TRUSTEE FOR WSC GROUP - AUST WEALTH MANAGEMENT UNIT TRUST
000429377 ROSKOW INDEPENDENT ADVISORY PTY LTD 2014-03-10 - 2017-04-28 ROSKOW INDEPENDENT ADVISORY PTY LTD
000238274 QINVEST LIMITED
Licence controlled by: QSUPER LIMITED
2007-02-03 - 2014-02-28

Licensee Information

Licence Name FYG PLANNERS PTY LTD
Licence Number 000224543
Licence ABN 55094972540

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GENENE MAREE WILSON Fyg Planners Pty Ltd Current 2018-08-27
MARK JEREMY BALDWIN Fyg Planners Pty Ltd Current 2018-07-02
ALEXANDER CHARLES REED Fyg Planners Pty Ltd Current 2018-07-01
MERVIN CHARLES REED Fyg Planners Pty Ltd Current 2018-06-29
GAVIN JOHN CHAPPLE Fyg Planners Pty Ltd Current 2018-06-25
DAVID JOHN GARRICK Fyg Planners Pty Ltd Current 2018-06-25
AMANDA MELLOR Fyg Planners Pty Ltd Current 2018-06-05
LISA MAREE RUDDICK Fyg Planners Pty Ltd Current 2018-05-01
CHRISTIE BRITTEN Fyg Planners Pty Ltd Current 2018-04-23
MICHAEL ANDREW JONES Fyg Planners Pty Ltd Current 2018-02-01

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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.