JESSICA CASEY CURTIS


Licensee: MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED

JESSICA CASEY CURTIS (Adviser# 001234749) 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 6, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JESSICA CASEY CURTIS
Adviser Number 001234749
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000422854
MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence ABN 97158645624
Licence Controlled By MORTGAGE CHOICE LIMITED
Adviser Start Date 2018-02-06
Appointing Representative Name MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Appointing Representative Number 000422854
Appointing Representative ABN 97158645624
Further Restrictions Self Managed Superannuation Funds

Authorisations to provide financial product advice

  • JESSICA CASEY CURTIS
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan
Diploma of Financial Planning TAFE NSW - SYDNEY INSTITUTE

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000422854 MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence controlled by: MORTGAGE CHOICE LIMITED
Further restrictions: Self Managed Superannuation Funds
2018-02-06 - MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
000422854 MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence controlled by: MORTGAGE CHOICE LIMITED
Further restrictions: Self Managed Superannuation Funds
2016-06-27 - 2017-07-07 MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2015-08-24 - 2015-09-08 GWM ADVISER SERVICES LIMITED

Licensee Information

Licence Name MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence Number 000422854
Licence ABN 97158645624

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARCUS AARON NETTO Mortgage Choice Financial Planning Pty Limited Current 2018-06-14
ALEX NATHAN JORGENSEN Mortgage Choice Financial Planning Pty Limited Current 2018-02-14
HANA CELIA NATAPRAWIRA Mortgage Choice Financial Planning Pty Limited Current 2017-12-14
ANDREW DAVID LANE Mortgage Choice Financial Planning Pty Limited Ceased 2017-10-05
JOSHUA MECHIELSEN Mortgage Choice Financial Planning Pty Limited Ceased 2017-07-14
BENJAMIN TAYLOR LEYSHON Mortgage Choice Financial Planning Pty Limited Current 2017-06-14
AARON NICHOLAS BIRD Mortgage Choice Financial Planning Pty Limited Ceased 2017-03-17
BRYAN MCGUINNESS Mortgage Choice Financial Planning Pty Limited Current 2017-01-20
ADAM FRANCIS GOTSALKS Mortgage Choice Financial Planning Pty Limited Current 2016-11-09
MYLES CORCORAN Mortgage Choice Financial Planning Pty Limited Current 2016-09-16

Competitor

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Dataset Information


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.