SIMON ROGERS (Adviser# 001007609) 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 July 31, 2018.
| Register Name | Financial Advisers |
| Adviser Name | SIMON ROGERS |
| Adviser Number | 001007609 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000236643 PERPETUAL TRUSTEE COMPANY LIMITED |
| Licence ABN | 42000001007 |
| Licence Controlled By | PERPETUAL LIMITED |
| Adviser Start Date | 2018-07-31 |
| Appointing Representative Name | PERPETUAL TRUSTEE COMPANY LIMITED |
| Appointing Representative Number | 000236643 |
| Appointing Representative ABN | 42000001007 |
| Memberships |
CFP - Certified Financial Planner (FPA) Chartered Financial Analyst Institute (CFA) Senior Associate of Finsia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Science (Hons) | Cardiff University |
| CFA level 2 exam candidate | CFA Institute |
| Certified Financial Planner | Financial Planning Association |
| Master of Applied Finance | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000236643 |
PERPETUAL TRUSTEE COMPANY LIMITED
Licence controlled by: PERPETUAL LIMITED |
2018-07-31 - | PERPETUAL TRUSTEE COMPANY 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. |
2013-06-30 - 2018-06-29 | IPAC SECURITIES LIMITED |
| 000230764 |
TYNAN MACKENZIE PTY LTD
Licence controlled by: AMP LIMITED Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2010-11-15 - 2018-06-29 | TYNAN MACKENZIE PTY LTD |
| 000222600 |
MGD WEALTH LTD
Licence controlled by: 3 TIMES 8 PTY LTD |
2010-03-01 - 2010-10-01 |
| Licence Name | PERPETUAL TRUSTEE COMPANY LIMITED |
| Licence Number | 000236643 |
| Licence ABN | 42000001007 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KABILAN MURUGANANTHAN | Perpetual Trustee Company Limited | Current | 2018-05-03 |
| RUBY PIETY HAASE | Perpetual Trustee Company Limited | Current | 2018-04-24 |
| FRANCOIS LEONARDO PETITTO | Perpetual Trustee Company Limited | Current | 2018-02-28 |
| DAVID JOHN HURLEY | Perpetual Trustee Company Limited | Current | 2018-01-04 |
| MICHAEL JOHN TURNER | Perpetual Trustee Company Limited | Current | 2017-11-20 |
| BO RAM CHOI | Perpetual Trustee Company Limited | Current | 2017-10-31 |
| KATHERINE LOUISE PANCARI | Perpetual Trustee Company Limited | Current | 2017-10-24 |
| ROBERT WOODFORD | Perpetual Trustee Company Limited | Current | 2017-07-28 |
| PHILLIP NICOLAS BURES | Perpetual Trustee Company Limited | Current | 2017-07-03 |
| YEW LIP | Perpetual Trustee Company Limited | Current | 2017-05-16 |
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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.