JAMES DESMOND GREENTREE (Adviser# 000295770) 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 March 7, 2016.
| Register Name | Financial Advisers |
| Adviser Name | JAMES DESMOND GREENTREE |
| Adviser Number | 000295770 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000300810 QUILL GROUP FINANCIAL PLANNERS PTY LTD |
| Licence ABN | 52119252238 |
| Licence Controlled By | QUILL GROUP HOLDINGS PTY LTD |
| Adviser Start Date | 2016-03-07 |
| Appointing Representative Name | QUILL GROUP FINANCIAL PLANNERS PTY LTD |
| Appointing Representative Number | 000300810 |
| Appointing Representative ABN | 52119252238 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma Of Financial Planning | International Institute of Technology |
| Bachelor of Commerce | Griffith University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000300810 |
QUILL GROUP FINANCIAL PLANNERS PTY LTD
Licence controlled by: QUILL GROUP HOLDINGS PTY LTD |
2016-03-07 - | QUILL GROUP FINANCIAL PLANNERS PTY LTD |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2014-11-10 - 2016-02-26 | JAMES DESMOND GREENTREE |
| 000221896 | CUA MANAGEMENT PTY LTD | 2011-08-01 - 2014-08-15 | JAMES DESMOND GREENTREE |
| 000324595 | PLANWEALTH PTY LTD | 2006-03-06 - 2011-07-29 | JAMES DESMOND GREENTREE |
| Licence Name | QUILL GROUP FINANCIAL PLANNERS PTY LTD |
| Licence Number | 000300810 |
| Licence ABN | 52119252238 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JUSTINE LOUISE HENDRY | Quill Group Financial Planners Pty Ltd | Current | 2018-08-06 |
| SUSAN HOWARD | Quill Group Financial Planners Pty Ltd | Current | 2017-09-20 |
| WARREN GORDON HESELWOOD | Quill Group Financial Planners Pty Ltd | Current | 2017-08-14 |
| MATT ALEXANDER BESLEY-MARTIN | Quill Group Financial Planners Pty Ltd | Current | 2017-08-14 |
| ASHLEIGH CANDACE BRAXTON | Quill Group Financial Planners Pty Ltd | Ceased | 2017-05-22 |
| AMANDA ELISE PEMBERTON HARRISS | Quill Group Financial Planners Pty Ltd | Current | 2017-05-19 |
| KRIS HADLEE KITTO | Quill Group Financial Planners Pty Ltd | Current | 2014-12-08 |
| ROBERT PETER MCASKILL | Quill Group Financial Planners Pty Ltd | Ceased | 2014-12-08 |
| CHLOE WARD | Quill Group Financial Planners Pty Ltd | Ceased | 2014-12-08 |
| LUIS EDUARDO CORDERO | Quill Group Financial Planners Pty Ltd | Ceased | 2014-12-08 |
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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.