RUBEN JACK BOCK


Licensee: AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED

RUBEN JACK BOCK (Adviser# 001001696) 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 February 3, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name RUBEN JACK BOCK
Adviser Number 001001696
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000247430
AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
Licence ABN 66050139850
Adviser Start Date 2016-02-03
Appointing Representative Name AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
Appointing Representative Number 000247430
Appointing Representative ABN 66050139850

Authorisations to provide financial product advice

  • RUBEN JACK BOCK
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Melbourne
Securities Knowledge and Skills - Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000247430 AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED 2016-02-03 - AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
000289621 UNISON WEALTH MANAGEMENT PTY LTD
Licence controlled by: UNISON FINANCIAL GROUP PTY LTD ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 09/03/2016] ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 17/11/2017] ~ VIEPLAN PTY LTD [Date Ceased: 17/11/2017]
2013-06-05 - 2016-02-02 UNISON WEALTH MANAGEMENT PTY LTD
000225973 HALIFAX INVESTMENT SERVICES PTY LTD 2009-05-01 - 2013-06-01

Licensee Information

Licence Name AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
Licence Number 000247430
Licence ABN 66050139850

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
AKSHAY AGARWAL Australian Financial Planning Group Pty Limited Current 2018-02-01
BLAKE ALEXANDER PAUL SLOANE Australian Financial Planning Group Pty Limited Current 2017-11-29
DANIEL MORRIS LEMISH Australian Financial Planning Group Pty Limited Current 2017-08-21
ADRIAN DAVID LENTING Australian Financial Planning Group Pty Limited Current 2017-08-21
LEON FALK Australian Financial Planning Group Pty Limited Ceased 2017-08-21
ROUTH PA Australian Financial Planning Group Pty Limited Current 2017-04-12
DAVID TYSOE Australian Financial Planning Group Pty Limited Current 2016-11-14
JOSHUA MICHAEL GRAHAME EDWARDS Australian Financial Planning Group Pty Limited Current 2016-10-19
GELMIS JANET GUEVARA Australian Financial Planning Group Pty Limited Ceased 2016-04-20
STEVEN TAYLOR WATSON Australian Financial Planning Group Pty Limited Current 2016-02-02

Competitor

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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.