JAMES MICHAEL POKA (Adviser# 000459804) 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 26, 2016.
| Register Name | Financial Advisers |
| Adviser Name | JAMES MICHAEL POKA |
| Adviser Number | 000459804 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000235249 H.E.S.T. AUSTRALIA LTD. |
| Licence ABN | 66006818695 |
| Adviser Start Date | 2016-05-26 |
| Appointing Representative Name | H.E.S.T. AUSTRALIA LTD. |
| Appointing Representative Number | 000235249 |
| Appointing Representative ABN | 66006818695 |
| Memberships |
Association of Financial Advisers (AFA) Australian Institute of Superannuation Trustees (AIST) |
| Further Restrictions | Authorised to provide personal financial product advice to retail clients on: a) HESTA b) HESTA Personal Super c) HESTA Income Stream |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Management (Management and Marketing) | Newcastle University |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
| Self Managed Superannuation Funds | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000235249 |
H.E.S.T. AUSTRALIA LTD.
Further restrictions: Authorised to provide personal financial product advice to retail clients on: a) HESTA b) HESTA Personal Super c) HESTA Income Stream |
2016-05-26 - | H.E.S.T. AUSTRALIA LTD. |
| 000423717 |
ACN 143 933 644 PTY LTD
Licence controlled by: ACN 161 598 938 PTY LTD |
2015-11-13 - 2016-03-18 | IRIDIUM FINANCIAL PLANNING PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2014-06-16 - 2015-10-23 | SECURITOR FINANCIAL GROUP LTD |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2011-02-01 - 2014-06-02 |
| Licence Name | H.E.S.T. AUSTRALIA LTD. |
| Licence Number | 000235249 |
| Licence ABN | 66006818695 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PHILLIP COORY | H.e.s.t. Australia Ltd. | Ceased | 2018-03-23 |
| BEN GRAHAM | H.e.s.t. Australia Ltd. | Current | 2018-03-13 |
| TOM ZAYONTZ | H.e.s.t. Australia Ltd. | Current | 2018-02-05 |
| MICHAEL BUTLER | H.e.s.t. Australia Ltd. | Current | 2017-05-29 |
| KRISHNEE RAMKISSOON | H.e.s.t. Australia Ltd. | Current | 2017-01-17 |
| POOJA CHADHA | H.e.s.t. Australia Ltd. | Current | 2016-09-14 |
| TRANG NGUYEN-YANG | H.e.s.t. Australia Ltd. | Ceased | 2016-05-05 |
| KRISTINA COFFEY | H.e.s.t. Australia Ltd. | Current | 2016-03-18 |
| BEN BRADLEY | H.e.s.t. Australia Ltd. | Current | 2015-09-23 |
| MARTIN HEGARTY | H.e.s.t. Australia Ltd. | Current | 2015-08-05 |
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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.