JONATHAN FRASER WHITE


Licensee: MWL FINANCIAL SERVICES PTY LTD

JONATHAN FRASER WHITE (Adviser# 000256594) 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 1, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JONATHAN FRASER WHITE
Adviser Number 000256594
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 63310020258
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000235096
MWL FINANCIAL SERVICES PTY LTD
Licence ABN 22095907574
Adviser Start Date 2018-05-01
Appointing Representative Name MWL FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000235096
Appointing Representative ABN 22095907574

Authorisations to provide financial product advice

  • JONATHAN FRASER WHITE
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard
  • ·
  • Derivative Old Law Securities Options

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services Integratec
Diploma of Financial Services Integratec

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000235096 MWL FINANCIAL SERVICES PTY LTD 2018-05-01 - MWL FINANCIAL SERVICES PTY LTD
000312489 MW PLANNING PTY LTD 2018-05-01 - MW PLANNING PTY LTD

Licensee Information

Licence Name MWL FINANCIAL SERVICES PTY LTD
Licence Number 000235096
Licence ABN 22095907574

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GREGORY WALLACE Mwl Financial Services Pty Ltd Current 2018-07-23
FRANCES ANNE HESSE Mwl Financial Services Pty Ltd Current 2018-05-30
MATTHEW SIMON BRADLEY Mwl Financial Services Pty Ltd Current 2017-10-11
SANDRA MCGILL Mwl Financial Services Pty Ltd Ceased 2017-06-29
TYSON CLAY HOLMES Mwl Financial Services Pty Ltd Current 2017-06-27
ROCCO D'AMELIO Mwl Financial Services Pty Ltd Current 2017-06-05
JOHN MORGAN Mwl Financial Services Pty Ltd Current 2017-05-01
SIMON HUGH HANLEY Mwl Financial Services Pty Ltd Current 2016-04-07
JOHN PATRICK MACKRELL Mwl Financial Services Pty Ltd Current 2015-09-11
SUSAN HELEN JONES Mwl Financial Services Pty Ltd Current 2015-07-01

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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.