JONATHON MICHAEL COSTELLO


Licensee: WALSH BAY PARTNERS PTY LTD

JONATHON MICHAEL COSTELLO (Adviser# 001260070) 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 November 22, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JONATHON MICHAEL COSTELLO
Adviser Number 001260070
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000487878
WALSH BAY PARTNERS PTY LTD
Adviser Start Date 2017-11-22
Appointing Representative Name WALSH BAY PARTNERS PTY LTD
Appointing Representative Number 000487878
Further Restrictions Under supervision of Kristin Edmonds

Authorisations to provide financial product advice

  • JONATHON MICHAEL COSTELLO
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Social Science RMIT University
Diploma Financial Planning Kaplan Professional
Master of Business Monash University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000487878 WALSH BAY PARTNERS PTY LTD
Further restrictions: Under supervision of Kristin Edmonds
2017-11-22 - WALSH BAY PARTNERS PTY LTD

Licensee Information

Licence Name WALSH BAY PARTNERS PTY LTD
Licence Number 000487878

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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.