JONATHAN POHL (Adviser# 000462076) 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 15, 2015.
| Register Name | Financial Advisers |
| Adviser Name | JONATHAN POHL |
| Adviser Number | 000462076 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000472429 EVARO WEALTH PARTNERS PTY LTD |
| Adviser Start Date | 2015-05-15 |
| Appointing Representative Name | EVARO WEALTH PARTNERS PTY LTD |
| Appointing Representative Number | 000472429 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| BCom | Rhodes University, South Africa |
| Certified Financial Planner | Deakin University / FPA |
| Diploma of Financial Services | Pinnacle Financial Services Academy |
| Postgraduate Diploma in Financial Planning | University of the Free State, South Africa |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000472429 | EVARO WEALTH PARTNERS PTY LTD | 2015-05-15 - | EVARO WEALTH PARTNERS PTY LTD |
| 000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2014-07-08 - 2015-04-17 | GENESYS WEALTH ADVISERS LIMITED |
| 000232468 | COLONIAL FIRST STATE INVESTMENTS LIMITED | 2013-04-24 - 2014-01-14 | JONATHAN POHL |
| Licence Name | EVARO WEALTH PARTNERS PTY LTD |
| Licence Number | 000472429 |
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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.