IAN PHILIP JEFFERSON WASS


Licensee: SMART TAX PARTNERS PTY LTD

IAN PHILIP JEFFERSON WASS (Adviser# 001266147) 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 July 20, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name IAN PHILIP JEFFERSON WASS
Adviser Number 001266147
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 93049746597
Adviser First Advice Year 1981
Financial Service (AFS) Licence Licence# 000489121
SMART TAX PARTNERS PTY LTD
Licence Controlled By Ian Philip Jefferson WASS
Adviser Start Date 2018-07-20
Appointing Representative Name SMART TAX PARTNERS PTY LTD
Appointing Representative Number 000489121
Memberships Chartered Accountants Australia and New Zealand (CA)
Taxation Institute of Australia

Authorisations to provide financial product advice

  • IAN PHILIP JEFFERSON WASS
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
B Bus NSW Institute of Technology
Dip Fin Planning Kaplan Professional
MBA Macquarie University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000489121 SMART TAX PARTNERS PTY LTD
Licence controlled by: Ian Philip Jefferson WASS
2018-07-20 - SMART TAX PARTNERS PTY LTD

Licensee Information

Licence Name SMART TAX PARTNERS PTY LTD
Licence Number 000489121

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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.