JACK JOHN WOOLDRIDGE (Adviser# 001249319) 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 November 2, 2016.
Register Name | Financial Advisers |
Adviser Name | JACK JOHN WOOLDRIDGE |
Adviser Number | 001249319 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2011 |
Financial Service (AFS) Licence |
Licence# 000243320 DEVERE AUSTRALIA GROUP PTY LTD |
Licence ABN | 76006275592 |
Adviser Start Date | 2016-11-02 |
Appointing Representative Name | DEVERE AUSTRALIA GROUP PTY LTD |
Appointing Representative Number | 000243320 |
Appointing Representative ABN | 76006275592 |
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Qualification / Degree | Institute / School |
---|---|
Conduct product research to support recommendations | KAPLAN PROFESSIONAL |
Determine client requirements and expectiations | KAPLAN PROFESSIONAL |
Provide advice in superannuation | KAPLAN PROFESSIONAL |
Provide appropriate services, advice and products to clients | KAPLAN PROFESSIONAL |
Record and implement client instructions | KAPLAN PROFESSIONAL |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000243320 | DEVERE AUSTRALIA GROUP PTY LTD | 2016-11-02 - | DEVERE AUSTRALIA GROUP PTY LTD |
Licence Name | DEVERE AUSTRALIA GROUP PTY LTD |
Licence Number | 000243320 |
Licence ABN | 76006275592 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
ANTONY PETER WILLIAMS | Devere Australia Group Pty Ltd | Current | 2018-08-28 |
EVAN JAMES MIDDLEBROOK | Devere Australia Group Pty Ltd | Current | 2017-02-27 |
CARRON PROTHEROE | Devere Australia Group Pty Ltd | Current | 2017-02-15 |
ROBYN ELIZABETH SHAW | Devere Australia Group Pty Ltd | Current | 2017-02-08 |
SARA ELIZABETH LUCAS | Devere Australia Group Pty Ltd | Current | 2017-02-08 |
SARA ELIZABETH LUCAS | Devere Australia Group Pty Ltd | Ceased | 2017-02-06 |
ROBYN ELIZABETH SHAW | Devere Australia Group Pty Ltd | Ceased | 2017-02-06 |
EMMA MARIE O'BRIEN | Devere Australia Group Pty Ltd | Current | 2016-08-12 |
JEREMY FRANCIS MORTON NIBLETT | Devere Australia Group Pty Ltd | Ceased | 2016-04-27 |
NEIL RICHARD REID | Devere Australia Group Pty Ltd | Ceased | 2016-01-25 |
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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.