JAMES CHATFIELD JACONA (Adviser# 000296049) 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 30, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JAMES CHATFIELD JACONA |
| Adviser Number | 000296049 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000240293 POLICE FINANCIAL SERVICES LIMITED |
| Licence ABN | 33087651661 |
| Adviser Start Date | 2018-07-30 |
| Appointing Representative Name | POLICE FINANCIAL SERVICES LIMITED |
| Appointing Representative Number | 000240293 |
| Appointing Representative ABN | 33087651661 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Western Sydney |
| Master of Business with a specialisation in Personal Financial Planning | University of Southern Queensland |
| The Diploma of Financial Services (Superannuation) (FNS50904) | The Association of Superannuation Funds of Australia Limited |
| Tier 1 Margin Lending | Personal Advice - Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240293 | POLICE FINANCIAL SERVICES LIMITED | 2018-07-30 - | POLICE FINANCIAL SERVICES LIMITED |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2015-07-02 - 2018-03-31 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000414256 |
AIW DEALER SERVICES PTY LTD
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD |
2015-05-15 - 2015-06-05 | AIW DEALER SERVICES PTY LTD |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2014-08-05 - 2015-01-28 | |
| 000243313 | SYNCHRONISED BUSINESS SERVICES PTY LTD | 2014-01-01 - 2014-07-22 | |
| 000238244 |
CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD |
2013-10-01 - 2013-12-31 | JAMES CHATFIELD JACONA |
| Licence Name | POLICE FINANCIAL SERVICES LIMITED |
| Licence Number | 000240293 |
| Licence ABN | 33087651661 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ROGER LINLEY MORITZ | Police Financial Services Limited | Ceased | 2011-12-12 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ROGER LINLEY MORITZ | Police Financial Services Limited | Ceased | 2011-12-12 |
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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.