KYM BEVERLEY BAILEY (Adviser# 001000728) 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 April 4, 2017.
| Register Name | Financial Advisers |
| Adviser Name | KYM BEVERLEY BAILEY |
| Adviser Number | 001000728 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000341162 JBWERE LTD |
| Licence ABN | 68137978360 |
| Licence Controlled By |
NATIONAL AUSTRALIA BANK LIMITED NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
| Adviser Start Date | 2017-04-04 |
| Appointing Representative Name | JBWERE LTD |
| Appointing Representative Number | 000341162 |
| Appointing Representative ABN | 68137978360 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Accounting and Finance - Charles Sturt University |
| CPA | CPA Australia |
| Certificate IV | Finance and Mortgage Broking - Kaplan |
| Financial Planning Specialist (CPA) | CPA Australia |
| Graduate Diploma in Financial Services | Securities Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000341162 |
JBWERE LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2017-04-04 - | JBWERE LTD |
| 000237314 |
STEWART PARTNERS PTY LIMITED
Licence controlled by: APW PARTNERS PTY LTD [Date Ceased: 12/10/2017] ~ STEWART PARTNERS PTY LIMITED ~ Nigel Alan Douglas STEWART |
2015-10-12 - 2017-01-16 | STEWART PARTNERS PTY LIMITED |
| 000309643 |
OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED |
2015-08-05 - 2015-10-09 | OMNIWEALTH PTY LIMITED |
| 000236643 |
PERPETUAL TRUSTEE COMPANY LIMITED
Licence controlled by: PERPETUAL LIMITED |
2010-09-15 - 2015-06-30 | PERPETUAL TRUSTEE COMPANY LIMITED |
| Licence Name | JBWERE LTD |
| Licence Number | 000341162 |
| Licence ABN | 68137978360 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES CHARLES STEWART WILLIAMS | Jbwere Ltd | Current | 2018-05-28 |
| THUONG HOANG | Jbwere Ltd | Current | 2018-04-27 |
| ALEXANDER ROBERT CUDLIPP | Jbwere Ltd | Current | 2018-04-27 |
| MATTHEW GRANT PATTISON | Jbwere Ltd | Current | 2018-04-04 |
| BENJAMIN MCPHERSON | Jbwere Ltd | Current | 2018-02-26 |
| CHARLES WOOD | Jbwere Ltd | Ceased | 2018-01-08 |
| ANDREW JAMES MATHIS | Jbwere Ltd | Current | 2017-12-12 |
| KAVISHA ALLES | Jbwere Ltd | Current | 2017-12-12 |
| DEON CAVARRA | Jbwere Ltd | Current | 2017-10-23 |
| NICHOLAS COSTELLO | Jbwere Ltd | Current | 2017-10-16 |
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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.