LEONIE JOLLY


Licensee: FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD

LEONIE JOLLY (Adviser# 001249590) 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 June 30, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name LEONIE JOLLY
Adviser Number 001249590
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000470717
FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD
Adviser Start Date 2016-06-30
Appointing Representative Name FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD
Appointing Representative Number 000470717
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • LEONIE JOLLY
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Accountants SMSF Package Kaplan Education
Bachelor of Accounting Institute of Charted Accountants
Company Auditor Companies Auditors Board NSW Australia
SMSF Auditor ASIC

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000470717 FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD 2016-06-30 - FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD

Licensee Information

Licence Name FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD
Licence Number 000470717

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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.