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.
| 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 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Melbourne |
| 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 |
| Licence Name | MUTUAL TRUST PTY LTD |
| Licence Number | 000234590 |
| Licence ABN | 71004285330 |
| 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 |
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| 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.