JEFFREY WORBOYS


Licensee: HALIFAX INVESTMENT SERVICES PTY LTD

JEFFREY WORBOYS (Adviser# 001251652) 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 February 3, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JEFFREY WORBOYS
Adviser Number 001251652
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000225973
HALIFAX INVESTMENT SERVICES PTY LTD
Licence ABN 52096980522
Adviser Start Date 2017-02-03
Appointing Representative Name HALIFAX INVESTMENT SERVICES PTY LTD
Appointing Representative Number 000225973
Appointing Representative ABN 52096980522

Authorisations to provide financial product advice

  • JEFFREY WORBOYS
  • ·
  • Derivative
  • ·
  • Foreign Exchange
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Securities

Qualifications and training history

Qualification / Degree Institute / School
Equities Securities and Derivatives institute Australia
Equities Securities and Derivatives institute Australia
PS146 PS146 (KAPLAN)
PS146 PS146 (KAPLAN)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000225973 HALIFAX INVESTMENT SERVICES PTY LTD 2017-02-03 - HALIFAX INVESTMENT SERVICES PTY LTD
000295393 AUSTRALIAN MUTUAL HOLDINGS LIMITED 2017-02-03 - AUSTRALIAN MUTUAL HOLDINGS LIMITED

Licensee Information

Licence Name HALIFAX INVESTMENT SERVICES PTY LTD
Licence Number 000225973
Licence ABN 52096980522

Competitor

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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.