JOEL RUIG (Adviser# 000280067) 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 6, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JOEL RUIG |
| Adviser Number | 000280067 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000340289 WEALTH TODAY PTY LTD |
| Licence ABN | 62133393263 |
| Licence Controlled By | SPRING FG LIMITED |
| Adviser Start Date | 2018-07-06 |
| Appointing Representative Name | WEALTH TODAY PTY LTD |
| Appointing Representative Number | 000340289 |
| Appointing Representative ABN | 62133393263 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Financial Administration | University of New England |
| Certified Financial Planner | FPA |
| Diplomia Financial Planning | Deakin University |
| Master of Business Administraion | UNiversity Of New England |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000340289 |
WEALTH TODAY PTY LTD
Licence controlled by: SPRING FG LIMITED |
2018-07-06 - | WEALTH TODAY PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2017-11-20 - 2018-07-06 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice. |
2013-07-02 - 2017-08-08 | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2012-07-04 - 2013-02-22 | |
| 000234663 |
JIGSAW SUPPORT SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD |
2004-09-07 - 2012-07-04 |
| Licence Name | WEALTH TODAY PTY LTD |
| Licence Number | 000340289 |
| Licence ABN | 62133393263 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRADLEY COCHRANE | Wealth Today Pty Ltd | Current | 2018-08-29 |
| DANIEL THOMPSON | Wealth Today Pty Ltd | Current | 2018-08-16 |
| JULIAN SHANE MUSGRAVE | Wealth Today Pty Ltd | Current | 2018-08-15 |
| PAUL MAGIATIS | Wealth Today Pty Ltd | Current | 2018-08-15 |
| BRIAN RODNEY CORNELL | Wealth Today Pty Ltd | Current | 2018-07-24 |
| JAMES PETER HENDERSON | Wealth Today Pty Ltd | Current | 2018-07-06 |
| MATTHEW PERRY | Wealth Today Pty Ltd | Current | 2018-07-06 |
| TRENT BURTON SAMPSON | Wealth Today Pty Ltd | Current | 2018-07-06 |
| ROSS WILLIAM LEDGER | Wealth Today Pty Ltd | Current | 2018-07-06 |
| BERNARD DOBSON | Wealth Today Pty Ltd | Current | 2018-07-06 |
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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.