JOSE PAIS


Licensee: ELDERS FINANCIAL PLANNING PTY LTD

JOSE PAIS (Adviser# 000472745) 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 June 1, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOSE PAIS
Adviser Number 000472745
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000224645
ELDERS FINANCIAL PLANNING PTY LTD
Licence ABN 48007997186
Licence Controlled By AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
ELDERS RURAL SERVICES AUSTRALIA LIMITED
Adviser Start Date 2016-06-01
Appointing Representative Name ELDERS FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000224645
Appointing Representative ABN 48007997186
Memberships CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Further Restrictions Government Debentures, Stocks or Bonds: class of product only.

Authorisations to provide financial product advice

  • JOSE PAIS
  • ·
  • Deposit Payment Non Basic 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 Services (Financial Planning) Kaplan Professional
Bachelor of Commerce Mumbai University
Certified Practisting Accountant CPA Australia
Diploma of Financial Services (Financial Planning) Kaplan
Master of Accounting Central Queensland University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000224645 ELDERS FINANCIAL PLANNING PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED ~ ELDERS RURAL SERVICES AUSTRALIA LIMITED
Further restrictions: Government Debentures, Stocks or Bonds: class of product only.
2016-06-01 - ELDERS FINANCIAL PLANNING PTY LTD
000229885 SUNCORP FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNCORP GROUP LIMITED
2015-02-16 - 2016-05-31 SUNCORP FINANCIAL SERVICES PTY LTD
000233716 WESTPAC FINANCIAL SERVICES LIMITED 2011-10-01 - 2015-02-14
000229885 SUNCORP FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNCORP GROUP LIMITED
2007-10-08 - 2011-10-03

Licensee Information

Licence Name ELDERS FINANCIAL PLANNING PTY LTD
Licence Number 000224645
Licence ABN 48007997186

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KEVIN JOHN MAYNE Elders Financial Planning Pty Ltd Current 2018-08-13
BRETT STEPHENSON Elders Financial Planning Pty Ltd Current 2018-04-13
STEVE SEBASTIAN SALVEMINI Elders Financial Planning Pty Ltd Current 2018-04-06
BISHAL CHHETRI Elders Financial Planning Pty Ltd Current 2018-04-06
MARLENE ZWARTS Elders Financial Planning Pty Ltd Current 2018-03-16
KRISTINA FAYE DUKE Elders Financial Planning Pty Ltd Current 2018-02-14
CLAIRE ELIZABETH RUSSELL Elders Financial Planning Pty Ltd Current 2017-12-06
BRENDEN THOMAS MACLEAN Elders Financial Planning Pty Ltd Current 2017-12-05
SHANE PHILLIP DWYER Elders Financial Planning Pty Ltd Current 2017-10-09
WAYNE FENTON Elders Financial Planning Pty Ltd Current 2017-08-28

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.