ALEJANDRO JIMENEZ VALDIVIESO


Licensee: IPAC SECURITIES LIMITED

ALEJANDRO JIMENEZ VALDIVIESO (Adviser# 001003371) 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 March 29, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name ALEJANDRO JIMENEZ VALDIVIESO
Adviser Number 001003371
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000234656
IPAC SECURITIES LIMITED
Licence ABN 30008587595
Licence Controlled By AMP ADVICE HOLDINGS PTY LTD
AMP LIMITED [Date Ceased: 27/02/2016]
Adviser Start Date 2016-03-29
Appointing Representative Name IPAC SECURITIES LIMITED
Appointing Representative Number 000234656
Appointing Representative ABN 30008587595
Memberships Financial Planner AFP (FPA)
Further Restrictions One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Authorisations to provide financial product advice

  • ALEJANDRO JIMENEZ VALDIVIESO
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Pinnacle Financial Services Academy Pty Ltd
Diploma of Financial Services (Financial Planning) Finsia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234656 IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives.
2016-03-29 - IPAC SECURITIES LIMITED
000230686 NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
2014-11-24 - 2016-02-19 NATIONAL AUSTRALIA BANK LIMITED
000240837 BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2013-09-17 - 2014-11-05 ALEJANDRO JIMENEZ VALDIVIESO
000232703 RESILIUM PTY LTD 2013-06-13 - 2013-09-11 ALEJANDRO JIMENEZ VALDIVIESO
000232703 RESILIUM PTY LTD 2011-11-30 - 2013-05-29 ALEJANDRO JIMENEZ VALDIVIESO
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2009-11-11 - 2013-09-11 ALEJANDRO JIMENEZ VALDIVIESO
000231140 MASU FINANCIAL MANAGEMENT PTY LTD 2009-08-26 - 2009-11-06 ALEJANDRO JIMENEZ VALDIVIESO

Licensee Information

Licence Name IPAC SECURITIES LIMITED
Licence Number 000234656
Licence ABN 30008587595

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JING BAO Ipac Securities Limited Current 2018-08-21
KRISTI-ANNE LANGTREE Ipac Securities Limited Current 2018-07-16
KEIRAN MURPHY Ipac Securities Limited Current 2018-07-02
JIAN YI LAO Ipac Securities Limited Current 2018-07-02
GRACE EDITH MURPHY Ipac Securities Limited Current 2018-07-02
MICHAEL JOHN SIMMONS Ipac Securities Limited Current 2018-06-28
MATTHEW THOMAS ECCLES Ipac Securities Limited Current 2018-06-25
ASHISH POUDEL Ipac Securities Limited Current 2018-03-28
NICHOLAS TERRENCE FISH Ipac Securities Limited Current 2018-03-22
BILL PATTERSON Ipac Securities Limited Current 2018-02-12

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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.