JACQUELINA JAMES (Adviser# 001008230) 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 April 10, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JACQUELINA JAMES |
| Adviser Number | 001008230 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000431258 OPTIMAL AFSL PTY LTD |
| Licence ABN | 85161142767 |
| Adviser Start Date | 2017-04-10 |
| Appointing Representative Name | OPTIMAL FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000315586 |
| Appointing Representative ABN | 76105994778 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services (Financial Planning) | Mentor Education Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000431258 | OPTIMAL AFSL PTY LTD | 2017-04-10 - | OPTIMAL FINANCIAL SERVICES PTY LTD |
| 000480797 | KAIZEN WEALTH PTY LTD | 2015-12-18 - 2016-10-28 | FINSEC PARTNERS PTY LTD |
| 000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED 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. |
2015-05-13 - 2015-12-18 | GENESYS WEALTH ADVISERS LIMITED |
| Licence Name | OPTIMAL AFSL PTY LTD |
| Licence Number | 000431258 |
| Licence ABN | 85161142767 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TANIA LOUISE SCIANCALEPORE | Optimal Afsl Pty Ltd | Current | 2013-03-12 |
| JAMES CUNNINGHAM ROWE OLIVER | Optimal Afsl Pty Ltd | Current | 2013-03-04 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TANIA LOUISE SCIANCALEPORE | Optimal Afsl Pty Ltd | Current | 2013-03-12 |
| JAMES CUNNINGHAM ROWE OLIVER | Optimal Afsl Pty Ltd | Current | 2013-03-04 |
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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.