DEVAN JEROME KING


Licensee: WEALTHAVEN PTY LTD

DEVAN JEROME KING (Adviser# 001247898) 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 3, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DEVAN JEROME KING
Adviser Number 001247898
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000502092
WEALTHAVEN PTY LTD
Licence Controlled By Millhaven Investments Pty Ltd as trustee for Millbank Investment Trust.
Adviser Start Date 2018-07-03
Appointing Representative Name WEALTHAVEN PTY LTD
Appointing Representative Number 000502092
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DEVAN JEROME KING
  • ·
  • 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
Diploma of Financial Planning Monarch Institute
Graduate Diploma in Financial Planning University of Free State

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000502092 WEALTHAVEN PTY LTD
Licence controlled by: Millhaven Investments Pty Ltd as trustee for Millbank Investment Trust.
2018-07-03 - WEALTHAVEN PTY LTD
000487758 DOCTORS FINANCIAL SERVICES PTY LIMITED
Licence controlled by: AVANT GROUP HOLDINGS LIMITED
2017-03-31 - 2018-04-20 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.
2016-09-16 - 2017-03-30 MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD

Licensee Information

Licence Name WEALTHAVEN PTY LTD
Licence Number 000502092

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.