JONATHAN POHL


Licensee: EVARO WEALTH PARTNERS PTY LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • JONATHAN POHL
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name EVARO WEALTH PARTNERS PTY LTD
Licence Number 000472429

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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.