TOBY JAMES WINTEN (Adviser# 000247822) 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 June 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | TOBY JAMES WINTEN |
| Adviser Number | 000247822 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2000 |
| Financial Service (AFS) Licence |
Licence# 000357306 FORTNUM PRIVATE WEALTH LTD |
| Licence ABN | 54139889535 |
| Licence Controlled By | FORTNUM PRIVATE WEALTH LTD |
| Adviser Start Date | 2018-06-01 |
| Appointing Representative Name | FORTNUM PRIVATE WEALTH LTD |
| Appointing Representative Number | 000357306 |
| Appointing Representative ABN | 54139889535 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) FChFP - Fellow Chartered Financial Practitioner |
|
| Qualification / Degree | Institute / School |
|---|---|
| ALPA Program | Kaplan |
| Diploma of Financial Services (Financial Planning) | AMP Limited |
| Margin Lending and Geared Investments | Kaplan |
| SMSF Specialist Advisor | SPAA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000357306 |
FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD |
2018-06-01 - | FORTNUM PRIVATE WEALTH LTD |
| 000232705 |
HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2004-01-01 - 2018-06-01 | HILLROSS FINANCIAL SERVICES LIMITED |
| Licence Name | FORTNUM PRIVATE WEALTH LTD |
| Licence Number | 000357306 |
| Licence ABN | 54139889535 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LARRY FINGLESON | Fortnum Private Wealth Ltd | Current | 2018-08-24 |
| ALISSIA MAREE DENLY | Fortnum Private Wealth Ltd | Current | 2018-08-24 |
| NOELENE JUDD-WATSON | Fortnum Private Wealth Ltd | Current | 2018-08-17 |
| ANTHONY DAVISON | Fortnum Private Wealth Ltd | Current | 2018-06-04 |
| MICHAEL KIEREN CLARKE | Fortnum Private Wealth Ltd | Current | 2018-05-09 |
| MICHELLE SUSAN JAMIESON | Fortnum Private Wealth Ltd | Current | 2018-04-03 |
| SIMSON JINGGA | Fortnum Private Wealth Ltd | Current | 2018-02-01 |
| ANDREW QUOYLE | Fortnum Private Wealth Ltd | Current | 2018-01-23 |
| PHILIP STATHOPOULOS | Fortnum Private Wealth Ltd | Current | 2017-12-19 |
| BO YUAN | Fortnum Private Wealth Ltd | Current | 2017-12-19 |
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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.