JAKE MOUNSEY (Adviser# 001005574) 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 1, 2011.
| Register Name | Financial Advisers |
| Adviser Name | JAKE MOUNSEY |
| Adviser Number | 001005574 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2000 |
| Financial Service (AFS) Licence |
Licence# 000389100 BRIDGEWOOD PRIVATE WEALTH PTY LTD |
| Licence ABN | 29093919487 |
| Adviser Start Date | 2011-03-01 |
| Appointing Representative Name | BRIDGEWOOD PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000389100 |
| Appointing Representative ABN | 29093919487 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Monash University |
| Diploma of Financial Planning | FPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000389100 | BRIDGEWOOD PRIVATE WEALTH PTY LTD | 2011-03-01 - | BRIDGEWOOD PRIVATE WEALTH PTY LTD |
| Licence Name | BRIDGEWOOD PRIVATE WEALTH PTY LTD |
| Licence Number | 000389100 |
| Licence ABN | 29093919487 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WILLIAM MICHAEL MCGEE | Bridgewood Private Wealth Pty Ltd | Current | 2018-05-16 |
| PATRICK DANIEL GARRETT | Bridgewood Private Wealth Pty Ltd | Current | 2017-12-01 |
| NICHOLAS MCKAY | Bridgewood Private Wealth Pty Ltd | Current | 2011-03-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WILLIAM MICHAEL MCGEE | Bridgewood Private Wealth Pty Ltd | Current | 2018-05-16 |
| PATRICK DANIEL GARRETT | Bridgewood Private Wealth Pty Ltd | Current | 2017-12-01 |
| NICHOLAS MCKAY | Bridgewood Private Wealth Pty Ltd | Current | 2011-03-01 |
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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.