JACK OINEZA (Adviser# 001258028) 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 May 21, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JACK OINEZA |
| Adviser Number | 001258028 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000328681 EQUITI FINANCIAL SERVICES PTY LTD |
| Licence ABN | 20120384474 |
| Adviser Start Date | 2018-05-21 |
| Appointing Representative Name | EQUITI FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000328681 |
| Appointing Representative ABN | 20120384474 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Advanced Diploma of Financial Planning | Kaplan |
| Diploma of Financial Services (Financial Planning) | Tribeca |
| Diploma of Financial Services (Financial Planning) | Tribeca |
| Estate Planning | Kaplan |
| Margin Lending and Geared Investments | Kaplan |
| Margin Lending and Geared Investments | Kaplan |
| Self Managed Superannuation Funds | Kaplan |
| Taxation Planning | Tribeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000328681 | EQUITI FINANCIAL SERVICES PTY LTD | 2018-05-21 - | EQUITI FINANCIAL SERVICES PTY LTD |
| 000329337 | IPRAXIS PTY LTD | 2017-09-04 - 2018-06-01 | IPRAXIS PTY LTD |
| Licence Name | EQUITI FINANCIAL SERVICES PTY LTD |
| Licence Number | 000328681 |
| Licence ABN | 20120384474 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SUNGAI ANDREW PFUMOJENA | Equiti Financial Services Pty Ltd | Current | 2018-06-26 |
| GAVAN TAYLOR | Equiti Financial Services Pty Ltd | Ceased | 2018-05-10 |
| NINA WILLIAMS | Equiti Financial Services Pty Ltd | Current | 2018-04-09 |
| PETER O'SHEA | Equiti Financial Services Pty Ltd | Ceased | 2018-03-12 |
| KATARZYNA MARIA URBANIK | Equiti Financial Services Pty Ltd | Ceased | 2018-01-25 |
| PETER RAYMOND NIELSEN | Equiti Financial Services Pty Ltd | Ceased | 2017-10-30 |
| STEPHEN ANDREW BLAMPIED | Equiti Financial Services Pty Ltd | Ceased | 2016-08-15 |
| EWAN HENDERSON | Equiti Financial Services Pty Ltd | Current | 2016-03-21 |
| DANNY HANNA ASSABGY | Equiti Financial Services Pty Ltd | Current | 2015-03-19 |
| DEAN SHORT | Equiti Financial Services Pty Ltd | Current | 2015-03-19 |
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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.