SIMONE AMANDA ROUSE


Licensee: MUTUAL TRUST PTY LTD

SIMONE AMANDA ROUSE (Adviser# 001255261) 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 6, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMONE AMANDA ROUSE
Adviser Number 001255261
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000234590
MUTUAL TRUST PTY LTD
Licence ABN 71004285330
Adviser Start Date 2017-06-06
Appointing Representative Name MUTUAL TRUST PTY LTD
Appointing Representative Number 000234590
Appointing Representative ABN 71004285330
Memberships Chartered Financial Analyst Institute (CFA)
Further Restrictions Financial advice limited to wholesale clients only

Authorisations to provide financial product advice

  • SIMONE AMANDA ROUSE
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Melbourne

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234590 MUTUAL TRUST PTY LTD
Further restrictions: Financial advice limited to wholesale clients only
2017-06-06 - MUTUAL TRUST PTY LTD
000231127 CRESTONE WEALTH MANAGEMENT LIMITED
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016]
2015-07-01 - 2016-09-30
000222605 UBS ASSET MANAGEMENT (AUSTRALIA) LTD 2012-10-01 - 2015-07-01

Licensee Information

Licence Name MUTUAL TRUST PTY LTD
Licence Number 000234590
Licence ABN 71004285330

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL COLES Mutual Trust Pty Ltd Current 2018-07-01
SHANE MCGARRY Mutual Trust Pty Ltd Current 2018-07-01
KATHRYN YOUNG Mutual Trust Pty Ltd Current 2018-07-01
NATHAN RICE Mutual Trust Pty Ltd Current 2018-07-01
MARK SANDS Mutual Trust Pty Ltd Current 2018-07-01
DARLA JAN CRAVEN Mutual Trust Pty Ltd Current 2018-07-01
BROOKE EDWARD CALDER Mutual Trust Pty Ltd Current 2018-07-01
AARON VINEY Mutual Trust Pty Ltd Ceased 2018-07-01
PAUL ZIELKE Mutual Trust Pty Ltd Current 2018-05-15
BENJAMIN BATTERS Mutual Trust Pty Ltd Current 2017-02-13

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.