JONATHAN COULTAS (Adviser# 001266796) 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 31, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JONATHAN COULTAS |
| Adviser Number | 001266796 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2018 |
| Financial Service (AFS) Licence |
Licence# 000343582 IWM ADVISORS AUSTRALIA PTY LTD |
| Licence ABN | 38133517021 |
| Licence Controlled By | BRIAN TREVOR SELLICK |
| Adviser Start Date | 2018-07-31 |
| Appointing Representative Name | IWM ADVISORS AUSTRALIA PTY LTD |
| Appointing Representative Number | 000343582 |
| Appointing Representative ABN | 38133517021 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Tier 1 Generic Knowledge | Kaplan |
| Tier 1 Securities & Managed Investments | Personal Advice - Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000343582 |
IWM ADVISORS AUSTRALIA PTY LTD
Licence controlled by: BRIAN TREVOR SELLICK |
2018-07-31 - | IWM ADVISORS AUSTRALIA PTY LTD |
| Licence Name | IWM ADVISORS AUSTRALIA PTY LTD |
| Licence Number | 000343582 |
| Licence ABN | 38133517021 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| FRANK PEH | Iwm Advisors Australia Pty Ltd | Current | 2010-06-03 |
| BRIAN TREVOR SELLICK | Iwm Advisors Australia Pty Ltd | Current | 2010-03-19 |
| SIMON BYRNE | Iwm Advisors Australia Pty Ltd | Current | 2010-03-19 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| FRANK PEH | Iwm Advisors Australia Pty Ltd | Current | 2010-06-03 |
| BRIAN TREVOR SELLICK | Iwm Advisors Australia Pty Ltd | Current | 2010-03-19 |
| SIMON BYRNE | Iwm Advisors Australia Pty Ltd | Current | 2010-03-19 |
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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.