JASON SANTO ROCCASALVO (Adviser# 001238214) 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 1, 2016.
| Register Name | Financial Advisers |
| Adviser Name | JASON SANTO ROCCASALVO |
| Adviser Number | 001238214 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000415632 TAG FINANCIAL ADVISORS PTY LTD |
| Licence ABN | 77154205017 |
| Adviser Start Date | 2016-07-01 |
| Appointing Representative Name | TAG FINANCIAL ADVISORS PTY LTD |
| Appointing Representative Number | 000415632 |
| Appointing Representative ABN | 77154205017 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
| Further Restrictions | Superannuation is limited to Self Managed Superannuation Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Melbourne |
| Diploma of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000415632 |
TAG FINANCIAL ADVISORS PTY LTD
Further restrictions: Superannuation is limited to Self Managed Superannuation Funds |
2016-07-01 - | TAG FINANCIAL ADVISORS PTY LTD |
| Licence Name | TAG FINANCIAL ADVISORS PTY LTD |
| Licence Number | 000415632 |
| Licence ABN | 77154205017 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANTHONY MAURICE RULE | Tag Financial Advisors Pty Ltd | Current | 2016-07-01 |
| BRENDA MICHELLE HUTCHINSON | Tag Financial Advisors Pty Ltd | Current | 2016-07-01 |
| MARK TEMPLETON | Tag Financial Advisors Pty Ltd | Current | 2015-07-06 |
| LEIGH WINSTON JOBLING | Tag Financial Advisors Pty Ltd | Current | 2015-07-06 |
| MICHELLE LOUISE GRIFFITHS | Tag Financial Advisors Pty Ltd | Current | 2015-07-06 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANTHONY MAURICE RULE | Tag Financial Advisors Pty Ltd | Current | 2016-07-01 |
| BRENDA MICHELLE HUTCHINSON | Tag Financial Advisors Pty Ltd | Current | 2016-07-01 |
| MARK TEMPLETON | Tag Financial Advisors Pty Ltd | Current | 2015-07-06 |
| LEIGH WINSTON JOBLING | Tag Financial Advisors Pty Ltd | Current | 2015-07-06 |
| MICHELLE LOUISE GRIFFITHS | Tag Financial Advisors Pty Ltd | Current | 2015-07-06 |
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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.