MARK ALAN JENNINGS (Adviser# 001007011) 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 December 18, 2014.
| Register Name | Financial Advisers |
| Adviser Name | MARK ALAN JENNINGS |
| Adviser Number | 001007011 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 78112462265 |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000468749 HERITAGE PRIVATE WEALTH PTY LTD |
| Adviser Start Date | 2014-12-18 |
| Appointing Representative Name | HERITAGE PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000468749 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) Tax Practitioners Board The Tax Institute |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce & Bachelor of Laws | Macquarie University |
| Cavendish & ICFS Specialist SMSF Course | Adelaide University |
| Diploma of Financial Services (Financial Planning) | Financial Planning Association of Australia |
| Financial Planning Specialist | The Institute of Chartered Accountants in Australia |
| Graduate Diploma (ICAA) | The Institute of Chartered Accountants in Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000468749 | HERITAGE PRIVATE WEALTH PTY LTD | 2014-12-18 - | HERITAGE PRIVATE WEALTH PTY LTD |
| 000234656 |
IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2013-07-01 - 2014-03-28 | |
| 000230764 |
TYNAN MACKENZIE PTY LTD
Licence controlled by: AMP LIMITED |
2005-08-30 - 2013-06-30 |
| Licence Name | HERITAGE PRIVATE WEALTH PTY LTD |
| Licence Number | 000468749 |
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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.