JULIE ANNE GRAY (Adviser# 000310274) 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 24, 2018.
Register Name | Financial Advisers |
Adviser Name | JULIE ANNE GRAY |
Adviser Number | 000310274 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2007 |
Financial Service (AFS) Licence |
Licence# 000240687 SECURITOR FINANCIAL GROUP LTD |
Licence ABN | 48009189495 |
Licence Controlled By | WESTPAC BANKING CORPORATION |
Adviser Start Date | 2018-03-24 |
Appointing Representative Name | JGFINANCIAL PTY LTD |
Appointing Representative Number | 001260613 |
Appointing Representative ABN | 29621559519 |
Memberships |
Association of Financial Advisers (AFA) Financial Planning Association of Australia (FPA) Law Institute Of Victoria SMSF Professionals' Association of Australia |
|
Qualification / Degree | Institute / School |
---|---|
ASX Accredited Listed Products Adviser Program | Kaplan Professional Education |
Advanced Diploma of Management | Stott's College |
Diploma of Financial Services (Financial Planning) | Mentor Education |
Self Managed Superannuation Funds | Kaplan Professional Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2018-03-24 - | JGFINANCIAL PTY LTD |
000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2016-04-14 - 2018-03-23 | SALT FINANCIAL GROUP PTY LTD. |
000244252 |
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only. |
2007-02-09 - 2016-04-13 | MILLENNIUM 3 FINANCIAL SERVICES PTY LTD |
Licence Name | SECURITOR FINANCIAL GROUP LTD |
Licence Number | 000240687 |
Licence ABN | 48009189495 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
JAMES CRAWFORD GREEN | Securitor Financial Group Ltd | Current | 2018-07-31 |
SHEREEN CHURCHILL | Securitor Financial Group Ltd | Current | 2018-07-26 |
LIESL JANELLE MASLEN | Securitor Financial Group Ltd | Current | 2018-07-19 |
MARK EDWARDS | Securitor Financial Group Ltd | Current | 2018-07-06 |
MICHAEL WALMSLEY | Securitor Financial Group Ltd | Current | 2018-06-29 |
PAUL HALLIGAN | Securitor Financial Group Ltd | Current | 2018-06-29 |
REECE MARINI | Securitor Financial Group Ltd | Current | 2018-05-02 |
CHARLES ELLIOT JEREMY GREEN | Securitor Financial Group Ltd | Current | 2018-04-16 |
MARK ANDREW EYLES | Securitor Financial Group Ltd | Current | 2018-03-16 |
DANIELLE TYLEY | Securitor Financial Group Ltd | Current | 2018-03-15 |
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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.