JODI LEE LUPTON


Licensee: BENTLEYS (QLD) SUPER PTY LTD

JODI LEE LUPTON (Adviser# 001250507) 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 December 1, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name JODI LEE LUPTON
Adviser Number 001250507
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000476816
BENTLEYS (QLD) SUPER PTY LTD
Adviser Start Date 2016-12-01
Appointing Representative Name BENTLEYS (QLD) SUPER PTY LTD
Appointing Representative Number 000476816
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • JODI LEE LUPTON
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Southern Queensland
CA SMSF Specialist ICAA
Chartered Accountant ICAA
RG146 UNSW

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000476816 BENTLEYS (QLD) SUPER PTY LTD 2016-12-01 - BENTLEYS (QLD) SUPER PTY LTD

Licensee Information

Licence Name BENTLEYS (QLD) SUPER PTY LTD
Licence Number 000476816

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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.