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