OWEN WALTHAM DOUGLAS WEEKS

Licensee: LIFESTYLE MATTERS PTY LTD

OWEN WALTHAM DOUGLAS WEEKS (Adviser# 001004755) 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 June 16, 2003.

Adviser Overview

Register Name Financial Advisers
Adviser Name OWEN WALTHAM DOUGLAS WEEKS
Adviser Number 001004755
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1975
Financial Service (AFS) Licence Licence# 000227935
LIFESTYLE MATTERS PTY LTD
Licence ABN 49095706362
Adviser Start Date 2003-06-16
Appointing Representative Name LIFESTYLE MATTERS PTY LTD
Appointing Representative Number 000227935
Appointing Representative ABN 49095706362
Memberships Association of Superannuation Funds Australia (ASFA)
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)
Taxpayers Australia Institute

Authorisations to provide financial product advice

  • OWEN WALTHAM DOUGLAS WEEKS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Melbourne University
Certificate of Business Studies Prahran College of TAFE
Diploma Of Financial Planning Deakin University
Registered Tax Agent Tax Agents Board

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000227935 LIFESTYLE MATTERS PTY LTD 2003-06-16 - LIFESTYLE MATTERS PTY LTD

Licensee Information

Licence Name LIFESTYLE MATTERS PTY LTD
Licence Number 000227935
Licence ABN 49095706362

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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.