JAMES SHEEHAN (Adviser# 001000096) 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 December 7, 2016.
| Register Name | Financial Advisers |
| Adviser Name | JAMES SHEEHAN |
| Adviser Number | 001000096 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000357306 FORTNUM PRIVATE WEALTH LTD |
| Licence ABN | 54139889535 |
| Licence Controlled By | FORTNUM PRIVATE WEALTH LTD |
| Adviser Start Date | 2016-12-07 |
| Appointing Representative Name | FORTNUM PRIVATE WEALTH LTD |
| Appointing Representative Number | 000357306 |
| Appointing Representative ABN | 54139889535 |
| Memberships |
Finance Brokers Association of Australia (FBAA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | Notre Dame University |
| Diploma Financial Planning | Kaplan |
| Self Managed Super Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000357306 |
FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD |
2016-12-07 - | FORTNUM PRIVATE WEALTH LTD |
| 000314889 | 5 WEALTH MANAGEMENT PTY LTD | 2013-10-01 - 2016-12-01 | 5 WEALTH MANAGEMENT PTY LTD |
| 000237502 | MACQUARIE BANK LIMITED | 2010-01-01 - 2013-10-01 |
| Licence Name | FORTNUM PRIVATE WEALTH LTD |
| Licence Number | 000357306 |
| Licence ABN | 54139889535 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LARRY FINGLESON | Fortnum Private Wealth Ltd | Current | 2018-08-24 |
| ALISSIA MAREE DENLY | Fortnum Private Wealth Ltd | Current | 2018-08-24 |
| NOELENE JUDD-WATSON | Fortnum Private Wealth Ltd | Current | 2018-08-17 |
| ANTHONY DAVISON | Fortnum Private Wealth Ltd | Current | 2018-06-04 |
| TOBY JAMES WINTEN | Fortnum Private Wealth Ltd | Current | 2018-06-01 |
| MICHAEL KIEREN CLARKE | Fortnum Private Wealth Ltd | Current | 2018-05-09 |
| MICHELLE SUSAN JAMIESON | Fortnum Private Wealth Ltd | Current | 2018-04-03 |
| SIMSON JINGGA | Fortnum Private Wealth Ltd | Current | 2018-02-01 |
| ANDREW QUOYLE | Fortnum Private Wealth Ltd | Current | 2018-01-23 |
| PHILIP STATHOPOULOS | Fortnum Private Wealth Ltd | Current | 2017-12-19 |
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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.