JEFFREY WATKINS (Adviser# 001006472) 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 13, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JEFFREY WATKINS |
| Adviser Number | 001006472 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000420367 GUIDEWAY FINANCIAL SERVICES PTY LTD |
| Licence ABN | 46156498538 |
| Adviser Start Date | 2018-02-13 |
| Appointing Representative Name | GUIDEWAY FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000420367 |
| Appointing Representative ABN | 46156498538 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner (CFP) | Deakin University |
| Diploma of Financial Planning | Financial Planning Association (FPA) |
| Graduate Diploma in Financial Planning | Kaplan Professional |
| Master of Applied Finance | Kaplan Further Education |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000420367 |
GUIDEWAY FINANCIAL SERVICES PTY LTD
Further restrictions: Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised |
2018-02-13 - | GUIDEWAY FINANCIAL SERVICES PTY LTD |
| 000238430 |
STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016] |
2015-08-31 - 2017-11-17 | STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED |
| 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. |
2013-08-13 - 2015-04-23 | IPAC SECURITIES LIMITED |
| 000233716 | WESTPAC FINANCIAL SERVICES LIMITED | 2010-01-01 - 2013-01-01 |
| Licence Name | GUIDEWAY FINANCIAL SERVICES PTY LTD |
| Licence Number | 000420367 |
| Licence ABN | 46156498538 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RICHARD PURCHASE | Guideway Financial Services Pty Ltd | Current | 2018-07-19 |
| CHRISTOPHER PARSONS | Guideway Financial Services Pty Ltd | Current | 2018-07-19 |
| BENJAMIN PETER BASEDOW | Guideway Financial Services Pty Ltd | Current | 2018-07-16 |
| MANOJ PRASAD SHARMA | Guideway Financial Services Pty Ltd | Current | 2018-04-09 |
| JESSICA LOOI | Guideway Financial Services Pty Ltd | Current | 2018-04-03 |
| CAMERON TEAGUE | Guideway Financial Services Pty Ltd | Current | 2017-12-18 |
| JOHN MULCAHY | Guideway Financial Services Pty Ltd | Current | 2017-12-18 |
| MARTIN GEE | Guideway Financial Services Pty Ltd | Current | 2017-12-07 |
| BRADLEY JAMES PRICE | Guideway Financial Services Pty Ltd | Current | 2017-12-05 |
| MARK BASTIAANS | Guideway Financial Services Pty Ltd | Current | 2017-12-01 |
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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.