SIMON JAMES LYNCH (Adviser# 001233834) 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 24, 2015.
| Register Name | Financial Advisers |
| Adviser Name | SIMON JAMES LYNCH |
| Adviser Number | 001233834 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000238375 WILSONS ADVISORY AND STOCKBROKING LIMITED |
| Licence ABN | 68010529665 |
| Licence Controlled By |
PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] WILSONS HOLDING COMPANY PTY LTD |
| Adviser Start Date | 2015-07-24 |
| Appointing Representative Name | WILSONS ADVISORY AND STOCKBROKING LIMITED |
| Appointing Representative Number | 000238375 |
| Appointing Representative ABN | 68010529665 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Royal Melbourne Institute of Technology |
| Margin Lending | Stockbrokers Association of Australia |
| Master of Applied Finance | Macquarie University |
| Securities and Managed Investments | Stockbrokers Association of Australia |
| Superannuation Accreditation | Stockbrokers Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238375 |
WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD |
2015-07-24 - | WILSONS ADVISORY AND STOCKBROKING LIMITED |
| 000231127 |
CRESTONE WEALTH MANAGEMENT LIMITED
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] |
2014-02-28 - 2015-07-13 | |
| 000343704 | INTERNATIONAL STANDARD ASSET MANAGEMENT ASIA PACIFIC PTY LTD | 2010-01-01 - 2014-02-27 |
| Licence Name | WILSONS ADVISORY AND STOCKBROKING LIMITED |
| Licence Number | 000238375 |
| Licence ABN | 68010529665 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MATTHEW MARTIN | Wilsons Advisory and Stockbroking Limited | Current | 2018-07-27 |
| OLIVER PEREIRA | Wilsons Advisory and Stockbroking Limited | Current | 2018-07-26 |
| DAVID PARSONS | Wilsons Advisory and Stockbroking Limited | Current | 2018-06-25 |
| JON BISHOP | Wilsons Advisory and Stockbroking Limited | Current | 2018-06-11 |
| AXEL JOHN RAFTOS | Wilsons Advisory and Stockbroking Limited | Current | 2018-06-11 |
| SCOTT SANDERS | Wilsons Advisory and Stockbroking Limited | Current | 2018-03-06 |
| TODD LUKE COLE | Wilsons Advisory and Stockbroking Limited | Current | 2018-02-07 |
| MATTHEW DAVID ROSE | Wilsons Advisory and Stockbroking Limited | Current | 2018-01-25 |
| FRANK KIDENYA | Wilsons Advisory and Stockbroking Limited | Current | 2018-01-24 |
| MATTHEW CRICK | Wilsons Advisory and Stockbroking Limited | Current | 2018-01-22 |
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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.