JAMES WEIR (Adviser# 001007546) 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 September 13, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JAMES WEIR |
| Adviser Number | 001007546 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000326450 WEALTHSURE FINANCIAL SERVICES PTY LTD |
| Licence ABN | 59130288578 |
| Licence Controlled By | SENTRY GROUP PTY LTD |
| Adviser Start Date | 2017-09-13 |
| Appointing Representative Name | JOHN HOPKINS FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000293317 |
| Appointing Representative ABN | 21109346625 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Agricultural Sciences | La Trobe University |
| Bachelor of Business (Financial Planning) | LaTrobe University |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2017-09-13 - | JOHN HOPKINS FINANCIAL SERVICES PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING 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 all MDA services and products which are either not on the approved product list or Derivatives. |
2015-11-25 - 2017-07-31 | CHARTER FINANCIAL PLANNING LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2015-02-01 - 2015-11-20 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | WEALTHSURE FINANCIAL SERVICES PTY LTD |
| Licence Number | 000326450 |
| Licence ABN | 59130288578 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHELLE JANE KELADA | Wealthsure Financial Services Pty Ltd | Current | 2018-05-07 |
| ELYSE MARIE BAMBER | Wealthsure Financial Services Pty Ltd | Ceased | 2017-04-06 |
| NICHOLAS PETER SIEMENSMA | Wealthsure Financial Services Pty Ltd | Ceased | 2017-02-20 |
| GIULIA CUNNINGHAM | Wealthsure Financial Services Pty Ltd | Current | 2017-02-16 |
| CAMERON DAVID PATTERSON | Wealthsure Financial Services Pty Ltd | Current | 2016-09-23 |
| JORDAN JAMES PAGE | Wealthsure Financial Services Pty Ltd | Ceased | 2016-09-19 |
| KATIE PECOTICH | Wealthsure Financial Services Pty Ltd | Current | 2016-03-08 |
| RAYMOND JOHN MOUNTCASHEL EDWARDS | Wealthsure Financial Services Pty Ltd | Current | 2015-10-06 |
| MICHAEL ANTHONY MURCH | Wealthsure Financial Services Pty Ltd | Ceased | 2015-06-12 |
| IAN DAVID WOOD | Wealthsure Financial Services Pty Ltd | Current | 2015-05-06 |
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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.