MICHAEL PHELAN


Licensee: JB ALPHA LTD

MICHAEL PHELAN (Adviser# 000284947) 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 April 29, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name MICHAEL PHELAN
Adviser Number 000284947
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000327075
JB ALPHA LTD
Licence ABN 76131376415
Adviser Start Date 2014-04-29
Appointing Representative Name JB ALPHA LTD
Appointing Representative Number 000327075
Appointing Representative ABN 76131376415

Authorisations to provide financial product advice

  • MICHAEL PHELAN
  • ·
  • Derivative
  • ·
  • Foreign Exchange
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Derivatives Financial Education Professionals Pty Ltd
Diploma of Financial Advising Securities Institute
Foreign Exchange Financial Education Professionals Pty Ltd
Registered Representative Derivatives - Sydney Futures Exchange Ltd
Securities Financial Education Professionals Pty Ltd

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000327075 JB ALPHA LTD 2014-04-29 - JB ALPHA LTD

Licensee Information

Licence Name JB ALPHA LTD
Licence Number 000327075
Licence ABN 76131376415

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ALLAN PAUL FOULKES Jb Alpha Ltd Ceased 2017-09-07
ALLAN PAUL FOULKES Jb Alpha Ltd Ceased 2017-09-04
BRENDAN NEIL DART Jb Alpha Ltd Ceased 2017-02-15
RICHARD JOHN JACKSON Jb Alpha Ltd Current 2015-08-03
MARKUS HELSING Jb Alpha Ltd Current 2015-04-29

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ALLAN PAUL FOULKES Jb Alpha Ltd Ceased 2017-09-07
ALLAN PAUL FOULKES Jb Alpha Ltd Ceased 2017-09-04
BRENDAN NEIL DART Jb Alpha Ltd Ceased 2017-02-15
RICHARD JOHN JACKSON Jb Alpha Ltd Current 2015-08-03
MARKUS HELSING Jb Alpha Ltd Current 2015-04-29

Competitor

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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.