JOHLENE MINETTE JACOBS


Licensee: THE FAMILY WEALTH ADVISORY GROUP PTY LTD

JOHLENE MINETTE JACOBS (Adviser# 001253833) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is February 6, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOHLENE MINETTE JACOBS
Adviser Number 001253833
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 1999
Financial Service (AFS) Licence Licence# 000500323
THE FAMILY WEALTH ADVISORY GROUP PTY LTD
Licence Controlled By Michael BOVA
Adviser Start Date 2018-02-06
Adviser End Date 2018-06-08
Appointing Representative Name THE FAMILY WEALTH ADVISORY GROUP PTY LTD
Appointing Representative Number 000500323
Further Restrictions Advice on Superannuation excludes Self Managed Super Funds

Authorisations to provide financial product advice

  • JOHLENE MINETTE JACOBS

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000500323 THE FAMILY WEALTH ADVISORY GROUP PTY LTD
Licence controlled by: Michael BOVA
Further restrictions: Advice on Superannuation excludes Self Managed Super Funds
2018-02-06 - 2018-06-08 THE FAMILY WEALTH ADVISORY GROUP PTY LTD
000237504 MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED
2017-08-22 - 2017-11-21 MACQUARIE EQUITIES LIMITED
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2017-04-13 - 2017-07-06 AMP FINANCIAL PLANNING PTY LIMITED

Licensee Information

Licence Name THE FAMILY WEALTH ADVISORY GROUP PTY LTD
Licence Number 000500323

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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.