JASON ADAMS (Adviser# 001239794) 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 22, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JASON ADAMS |
| Adviser Number | 001239794 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 39654774478 |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000226898 APT STRATEGY PTY LTD |
| Licence ABN | 81058368362 |
| Adviser Start Date | 2018-03-22 |
| Appointing Representative Name | APT STRATEGY PTY LTD |
| Appointing Representative Number | 000226898 |
| Appointing Representative ABN | 81058368362 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | International Institute of Technology |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000226898 | APT STRATEGY PTY LTD | 2018-03-22 - | APT STRATEGY PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2017-09-14 - 2018-03-21 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000479263 | ZENITH REPRESENTATIVES PTY LTD | 2017-07-27 - 2017-09-04 | SKY FINANCIAL PTY LTD |
| 000479263 | ZENITH REPRESENTATIVES PTY LTD | 2017-02-16 - 2017-07-26 | ZENITH REPRESENTATIVES PTY LTD |
| 000427484 |
MYONLINEADVISERS PTY LTD
Further restrictions: Advice on superannuation excludes self managed superannuation funds. |
2016-09-26 - 2017-02-15 | MYONLINEADVISERS PTY LTD |
| 000434290 | PROFESSIONAL REPRESENTATIVES PTY LTD | 2016-03-02 - 2016-08-31 | PROFESSIONAL REPRESENTATIVES PTY LTD |
| Licence Name | APT STRATEGY PTY LTD |
| Licence Number | 000226898 |
| Licence ABN | 81058368362 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| FIONA LOUISE HAYNE | Apt Strategy Pty Ltd | Current | 2018-04-23 |
| NATHAN PAUL KIRKWOOD | Apt Strategy Pty Ltd | Current | 2018-04-23 |
| TAYLOR PANIORA | Apt Strategy Pty Ltd | Current | 2018-04-01 |
| JULIE CHRISTINE MATHESON | Apt Strategy Pty Ltd | Current | 2010-07-01 |
| PAUL STEPHEN GERRARD | Apt Strategy Pty Ltd | Current | 2003-12-10 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| FIONA LOUISE HAYNE | Apt Strategy Pty Ltd | Current | 2018-04-23 |
| NATHAN PAUL KIRKWOOD | Apt Strategy Pty Ltd | Current | 2018-04-23 |
| TAYLOR PANIORA | Apt Strategy Pty Ltd | Current | 2018-04-01 |
| JULIE CHRISTINE MATHESON | Apt Strategy Pty Ltd | Current | 2010-07-01 |
| PAUL STEPHEN GERRARD | Apt Strategy Pty Ltd | Current | 2003-12-10 |
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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.