JOEL REX HALBERT (Adviser# 001246319) 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 August 8, 2016.
| Register Name | Financial Advisers |
| Adviser Name | JOEL REX HALBERT |
| Adviser Number | 001246319 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000436596 NAVIN ASSET MANAGEMENT PTY LTD |
| Licence ABN | 13109882831 |
| Licence Controlled By | PEAK INVESTMENT HOLDINGS PTY LTD |
| Adviser Start Date | 2016-08-08 |
| Appointing Representative Name | NAVIN ASSET MANAGEMENT PTY LTD |
| Appointing Representative Number | 000436596 |
| Appointing Representative ABN | 13109882831 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| B COMMERCE (HONOURS) | UNIVERSITY OF SYDNEY |
| CHARTERED ACCOUNTANT | INSTITUTE OF CHARTERED ACCOUNTANTS AUSTRALIA |
| STATEMENT OF ATTAINMENT FINANCIAL PLANNING | KAPLAN |
| STATEMENT OF ATTAINMENT SMSF & SUPERANNUATION | KAPLAN |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000436596 |
NAVIN ASSET MANAGEMENT PTY LTD
Licence controlled by: PEAK INVESTMENT HOLDINGS PTY LTD |
2016-08-08 - | NAVIN ASSET MANAGEMENT PTY LTD |
| Licence Name | NAVIN ASSET MANAGEMENT PTY LTD |
| Licence Number | 000436596 |
| Licence ABN | 13109882831 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRADLEY MICHAEL ROSS | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| RONELLE ALLISON WILSON | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| GRAEME EDWARD BELLACH | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| NATALIE CRYSTAL SCOTT | Navin Asset Management Pty Ltd | Ceased | 2016-08-08 |
| IAN WENHAM | Navin Asset Management Pty Ltd | Current | 2013-12-10 |
| ANDREW JAMES MARTIN | Navin Asset Management Pty Ltd | Current | 2013-12-10 |
| TANYA LOUISE HART | Navin Asset Management Pty Ltd | Ceased | 2013-08-01 |
| PAUL XAVIOR ISRAEL | Navin Asset Management Pty Ltd | Current | 2013-05-07 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRADLEY MICHAEL ROSS | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| RONELLE ALLISON WILSON | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| GRAEME EDWARD BELLACH | Navin Asset Management Pty Ltd | Current | 2016-08-08 |
| NATALIE CRYSTAL SCOTT | Navin Asset Management Pty Ltd | Ceased | 2016-08-08 |
| IAN WENHAM | Navin Asset Management Pty Ltd | Current | 2013-12-10 |
| ANDREW JAMES MARTIN | Navin Asset Management Pty Ltd | Current | 2013-12-10 |
| TANYA LOUISE HART | Navin Asset Management Pty Ltd | Ceased | 2013-08-01 |
| PAUL XAVIOR ISRAEL | Navin Asset Management Pty Ltd | Current | 2013-05-07 |
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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.