JAMES BARRINGTON WEIR


Licensee: STEWARD WEALTH PTY LTD

JAMES BARRINGTON WEIR (Adviser# 001001709) 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 15, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES BARRINGTON WEIR
Adviser Number 001001709
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000432197
STEWARD WEALTH PTY LTD
Licence ABN 15160777186
Adviser Start Date 2013-02-15
Appointing Representative Name STEWARD WEALTH PTY LTD
Appointing Representative Number 000432197
Appointing Representative ABN 15160777186

Authorisations to provide financial product advice

  • JAMES BARRINGTON WEIR
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
ASX Derivatives 1 & 2 ASX
BComm Melbourne University
Diploma of Financial Planning Pinnacle
LLB Melbourne University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000432197 STEWARD WEALTH PTY LTD 2013-02-15 - STEWARD WEALTH PTY LTD
000237504 MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED
2000-09-11 - 2013-01-02

Licensee Information

Licence Name STEWARD WEALTH PTY LTD
Licence Number 000432197
Licence ABN 15160777186

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CAMERON CLIFFORD PURDY Steward Wealth Pty Ltd Current 2016-06-29
ANTHONY PICONE Steward Wealth Pty Ltd Current 2013-02-15

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CAMERON CLIFFORD PURDY Steward Wealth Pty Ltd Current 2016-06-29
ANTHONY PICONE Steward Wealth Pty Ltd Current 2013-02-15

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.