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.
| 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) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Monarch Institute |
| Graduate Diploma in Financial Planning | University of Free State |
| 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 |
| Licence Name | WEALTHAVEN PTY LTD |
| Licence Number | 000502092 |
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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.