JACQUELINE DUKE (Adviser# 001256433) 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 January 10, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JACQUELINE DUKE |
| Adviser Number | 001256433 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000492134 MAS LICENSEE SERVICES PTY LTD |
| Licence Controlled By |
Dieter TODE Travis MARTIN |
| Adviser Start Date | 2018-01-10 |
| Appointing Representative Name | THE TRUSTEE FOR THE MONUMENT UNIT TRUST |
| Appointing Representative Number | 000469903 |
| Appointing Representative ABN | 96856342862 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | The University of Western Australia |
| Diploma of Financial Planning | Pinnacle |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000492134 |
MAS LICENSEE SERVICES PTY LTD
Licence controlled by: Dieter TODE ~ Travis MARTIN |
2018-01-10 - | THE TRUSTEE FOR THE MONUMENT UNIT TRUST |
| 000230323 |
CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD Further restrictions: Advice on superannuation excludes self managed superannuation funds |
2017-07-10 - 2017-12-01 | CONSULTUM FINANCIAL ADVISERS PTY LTD |
| Licence Name | MAS LICENSEE SERVICES PTY LTD |
| Licence Number | 000492134 |
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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.