JEROME PETER SMITH (Adviser# 001003608) 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 November 22, 2010.
| Register Name | Financial Advisers |
| Adviser Name | JEROME PETER SMITH |
| Adviser Number | 001003608 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000383416 SOVEREIGN FINANCIAL GROUP PTY LTD |
| Adviser Start Date | 2010-11-22 |
| Appointing Representative Name | SOVEREIGN FINANCIAL GROUP PTY LTD |
| Appointing Representative Number | 000383416 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma Financial Services (Financial Planning) | FPA |
| Advanced SMSF Strategy Training | Kaplan |
| CFP | FPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000383416 | SOVEREIGN FINANCIAL GROUP PTY LTD | 2010-11-22 - | SOVEREIGN FINANCIAL GROUP PTY LTD |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2009-07-01 - 2010-11-22 | JEROME PETER SMITH |
| Licence Name | SOVEREIGN FINANCIAL GROUP PTY LTD |
| Licence Number | 000383416 |
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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.