JENNY RACHMAT (Adviser# 000299064) 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 May 5, 2015.
| Register Name | Financial Advisers |
| Adviser Name | JENNY RACHMAT |
| Adviser Number | 000299064 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000240813 MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| Licence ABN | 19009145555 |
| Licence Controlled By | MORGAN STANLEY SMITH BARNEY HOLDINGS LLC |
| Adviser Start Date | 2015-05-05 |
| Appointing Representative Name | MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| Appointing Representative Number | 000240813 |
| Appointing Representative ABN | 19009145555 |
| Memberships |
Financial Planning Association of Australia (FPA) The Tax Institute |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | Accounting - Macquarie University |
| Certified Financial Planner Program | Financial Planning Association of Australia |
| Graduate Diploma of Financial Planning | Financial Services Institute of Australasia |
| Margin Lending Accreditation Program | Stockbrokers Association of Australia |
| Self Managed Superannuation Funds | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240813 |
MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC |
2015-05-05 - | MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| Licence Name | MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| Licence Number | 000240813 |
| Licence ABN | 19009145555 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL TONY KOSTOS | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2018-07-02 |
| DAN AO | Morgan Stanley Wealth Management Australia Pty Ltd | Ceased | 2018-06-06 |
| HANG (CATHY) DING | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2018-03-26 |
| RYAN LOEHR | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2018-03-21 |
| SCOTT AVERAY | Morgan Stanley Wealth Management Australia Pty Ltd | Ceased | 2018-03-19 |
| CASSANDRA ANNE MACOLINO | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2018-02-08 |
| BIANCA JANE HOGAN | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2017-08-03 |
| ADRIANO PIZZINGRILLI | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2017-05-05 |
| OLIVER EDWARD WARNE | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2017-05-05 |
| BOQI ZHANG | Morgan Stanley Wealth Management Australia Pty Ltd | Ceased | 2017-02-14 |
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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.