JASON YU (Adviser# 000466779) 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 July 4, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JASON YU |
| Adviser Number | 000466779 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000226405 AUSTRALIAN INVESTMENT AND INSURANCE GROUP PTY LTD |
| Licence ABN | 93068486126 |
| Adviser Start Date | 2018-07-04 |
| Appointing Representative Name | AUSTRALIAN INVESTMENT AND INSURANCE GROUP PTY LTD |
| Appointing Representative Number | 000226405 |
| Appointing Representative ABN | 93068486126 |
| Memberships | Financial Ombudsman Service |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate IV in finance and mortgage broking | Kaplan Professional |
| Diploma of financial planning | Monarch Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000226405 | AUSTRALIAN INVESTMENT AND INSURANCE GROUP PTY LTD | 2018-07-04 - | AUSTRALIAN INVESTMENT AND INSURANCE GROUP PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2016-04-01 - 2018-07-04 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised to provide personal financial product advice to retail clients on MDA services. MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2014-10-13 - 2016-03-31 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | AUSTRALIAN INVESTMENT AND INSURANCE GROUP PTY LTD |
| Licence Number | 000226405 |
| Licence ABN | 93068486126 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LYALL DOUGLAS JONES | Australian Investment and Insurance Group Pty Ltd | Current | 2018-07-05 |
| MARI NGUYEN | Australian Investment and Insurance Group Pty Ltd | Current | 2018-07-05 |
| MICHAEL JAMES KING | Australian Investment and Insurance Group Pty Ltd | Current | 2018-07-04 |
| CRAIG EDWARD WILLIAMS | Australian Investment and Insurance Group Pty Ltd | Current | 2018-07-04 |
| LUKE CHRISTOPHER WILLIAMS | Australian Investment and Insurance Group Pty Ltd | Current | 2018-07-04 |
| BRUNO VALDIS STRAZDINS | Australian Investment and Insurance Group Pty Ltd | Current | 2018-03-22 |
| STEVEN JAMES WOOD | Australian Investment and Insurance Group Pty Ltd | Current | 2017-09-04 |
| RICHARD JAMES ANDERSON | Australian Investment and Insurance Group Pty Ltd | Current | 2015-03-30 |
| ARNOLD JOHN FEIL | Australian Investment and Insurance Group Pty Ltd | Current | 2011-01-01 |
| DEREK MICHAEL MURPHY | Australian Investment and Insurance Group Pty Ltd | Current | 2011-01-01 |
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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.