JACOB THOMAS O'SULLIVAN (Adviser# 001233073) 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 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JACOB THOMAS O'SULLIVAN |
| Adviser Number | 001233073 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000499272 ELECT WEALTH MANAGEMENT PTY LTD |
| Adviser Start Date | 2018-02-01 |
| Appointing Representative Name | ELECT WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000499272 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| CFP | Kaplan |
| Diploma of Financial Planning | KAPLAN |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000499272 | ELECT WEALTH MANAGEMENT PTY LTD | 2018-02-01 - | ELECT WEALTH MANAGEMENT PTY LTD |
| 000230690 |
GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2015-07-01 - 2018-02-01 | GODFREY PEMBROKE LIMITED |
| Licence Name | ELECT WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000499272 |
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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.