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.
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 |
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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 |
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 |
Licence Name | DOCTORS FINANCIAL SERVICES PTY LIMITED |
Licence Number | 000487758 |
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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.