JAMES RIDLEY


Licensee: ATLAS WEALTH MANAGEMENT PTY LTD

JAMES RIDLEY (Adviser# 001235329) 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 October 23, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES RIDLEY
Adviser Number 001235329
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000471653
ATLAS WEALTH MANAGEMENT PTY LTD
Adviser Start Date 2017-10-23
Appointing Representative Name ATLAS WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000471653
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • JAMES RIDLEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
B.Comm Griffiths Uni

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000471653 ATLAS WEALTH MANAGEMENT PTY LTD 2017-10-23 - ATLAS WEALTH MANAGEMENT PTY LTD
000479263 ZENITH REPRESENTATIVES PTY LTD 2016-09-08 - 2017-10-17 ZENITH REPRESENTATIVES PTY LTD
000434290 PROFESSIONAL REPRESENTATIVES PTY LTD 2015-09-14 - 2016-08-09 PROFESSIONAL REPRESENTATIVES PTY LTD

Licensee Information

Licence Name ATLAS WEALTH MANAGEMENT PTY LTD
Licence Number 000471653

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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.