JUDY ZONG (Adviser# 000296179) 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 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JUDY ZONG |
| Adviser Number | 000296179 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000411846 BLUEWATER FINANCIAL ADVISORS PTY LTD |
| Licence ABN | 99153118533 |
| Adviser Start Date | 2018-07-01 |
| Appointing Representative Name | BLUEWATER FINANCIAL ADVISORS PTY LTD |
| Appointing Representative Number | 000411846 |
| Appointing Representative ABN | 99153118533 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Master of Commerce | University of Western Sydney |
| SMSF | Kaplan |
| TASA and the TPB Code of Professional Conduct | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000411846 | BLUEWATER FINANCIAL ADVISORS PTY LTD | 2018-07-01 - | BLUEWATER FINANCIAL ADVISORS PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2017-04-21 - 2018-07-02 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000286786 |
SENTRY FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-07-21 - 2017-04-20 | CITY MUTUAL GROUP FINANCIAL PLANNING PTY LTD |
| 000238141 | RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD. | 2005-11-28 - 2015-07-20 | RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD. |
| Licence Name | BLUEWATER FINANCIAL ADVISORS PTY LTD |
| Licence Number | 000411846 |
| Licence ABN | 99153118533 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BEVAN HENERIC | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-30 |
| PAUL JAN BILINSKI | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| GRAHAME IRVINE CRAIG | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| DAVID EARLEY | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| MITCHELL AARON JOHNSTON | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| PETER PAUL SOBCZUK-MURAWCZAK | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| KIMBERLY PAGE | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| TYSON THOMAS JONAS | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| BRUCE EDWARD BOUNDY | Bluewater Financial Advisors Pty Ltd | Current | 2018-07-01 |
| JOHN GANINO | Bluewater Financial Advisors Pty Ltd | Current | 2018-06-30 |
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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.