JOHANNES GERRIE VERMEULEN


Licensee: DOCTORS FINANCIAL SERVICES PTY LIMITED

JOHANNES GERRIE VERMEULEN (Adviser# 001236313) 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 March 31, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOHANNES GERRIE VERMEULEN
Adviser Number 001236313
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000487758
DOCTORS FINANCIAL SERVICES PTY LIMITED
Licence Controlled By AVANT GROUP HOLDINGS LIMITED
Adviser Start Date 2017-03-31
Appointing Representative Name DOCTORS FINANCIAL SERVICES PTY LIMITED
Appointing Representative Number 000487758
Memberships Financial Planning Association of Australia (FPA)
Golden Key International Honour Society

Authorisations to provide financial product advice

  • JOHANNES GERRIE VERMEULEN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Mentor Education
Bachelor of Commerce (Hon) Communication Management University of Pretoria
Certified Financial Planner Financial Planning Association of Australia
Diploma of Financial Planning Kaplan
Postgraduate Diploma in Financial Planning University of the Free State

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000487758 DOCTORS FINANCIAL SERVICES PTY LIMITED
Licence controlled by: AVANT GROUP HOLDINGS LIMITED
2017-03-31 - DOCTORS FINANCIAL SERVICES PTY LIMITED
000411766 MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd
Further restrictions: Provide general and personal financial product advice to wholesale and retail clients in life risk insurance products and superannuation.
2016-09-29 - 2017-03-30 MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
000232514 INDUSTRY FUND SERVICES LIMITED
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD.
Further restrictions: (a)provide financial product advice for the following classes of financial products:(i)deposit and payment products limited to:(A)basic deposit products;(B)deposit products other than basic deposit products;(ii)debentures, stocks or bonds issued or proposed to be issued by a Government;(iii)life products including:(A)investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(B)life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;(iv)interests in managed investment schemes including, but not limited to:(A)investor directed portfolio services (IDPS); and (B)managed investment schemes that are IDPS-like schemes;(v)securities;(vi)standard margin lending facility; and(vii)superannuation, excluding Self Managed Superannuation Funds (SMSFs);(b)deal in a financial product by:(i)applying for, acquiring, varying or di
2015-10-15 - 2016-09-09 INDUSTRY FUND SERVICES LIMITED

Licensee Information

Licence Name DOCTORS FINANCIAL SERVICES PTY LIMITED
Licence Number 000487758

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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.