JAMES THOMAS WHEATLEY (Adviser# 001001623) 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 May 29, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JAMES THOMAS WHEATLEY |
| Adviser Number | 001001623 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000411766 MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD |
| Licence ABN | 76153168293 |
| Licence Controlled By |
MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] Marsh Mercer Holdings (Australia) Pty Ltd |
| Adviser Start Date | 2017-05-29 |
| Appointing Representative Name | MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD |
| Appointing Representative Number | 000411766 |
| Appointing Representative ABN | 76153168293 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Education Pty Limited |
| Bachelor of Commerce | The University of Melbourne |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000411766 |
MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd |
2017-05-29 - | MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD |
| 000232591 | WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD. | 2012-05-14 - 2017-05-05 | WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD. |
| 000232514 |
INDUSTRY FUND SERVICES LIMITED
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD. |
2011-04-01 - 2012-05-14 |
| Licence Name | MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD |
| Licence Number | 000411766 |
| Licence ABN | 76153168293 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LIONEL IHEANACHO | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-08-06 |
| GINA SOMERS | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-08-06 |
| KURAL AKCAMCI | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-08-06 |
| CRAIG YOUNG | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-07-02 |
| KERRIE JANE SARGENT | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-07-02 |
| CHINTAN DESAI | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-06-12 |
| FRANK VARALLO | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-03-27 |
| CRAIG GEOFFREY WALKER | Mercer Financial Advice (australia) Pty Ltd | Ceased | 2018-01-18 |
| DANIEL JASON JAMES PAGE | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-01-08 |
| DIANA ANTONIOUS | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-01-08 |
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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.