SUSAN HELEN JONES (Adviser# 000313888) 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, 2015.
| Register Name | Financial Advisers |
| Adviser Name | SUSAN HELEN JONES |
| Adviser Number | 000313888 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000235096 MWL FINANCIAL SERVICES PTY LTD |
| Licence ABN | 22095907574 |
| Adviser Start Date | 2015-07-01 |
| Appointing Representative Name | MWL FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000235096 |
| Appointing Representative ABN | 22095907574 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services (Financial Planning) | Mentor |
| Diploma of Financial Services (Financial Planning) | Mentor |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000235096 | MWL FINANCIAL SERVICES PTY LTD | 2015-07-01 - | MWL FINANCIAL SERVICES PTY LTD |
| 000312489 | MW PLANNING PTY LTD | 2010-08-01 - | MW PLANNING PTY LTD |
| Licence Name | MWL FINANCIAL SERVICES PTY LTD |
| Licence Number | 000235096 |
| Licence ABN | 22095907574 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GREGORY WALLACE | Mwl Financial Services Pty Ltd | Current | 2018-07-23 |
| FRANCES ANNE HESSE | Mwl Financial Services Pty Ltd | Current | 2018-05-30 |
| JONATHAN FRASER WHITE | Mwl Financial Services Pty Ltd | Current | 2018-05-01 |
| MATTHEW SIMON BRADLEY | Mwl Financial Services Pty Ltd | Current | 2017-10-11 |
| SANDRA MCGILL | Mwl Financial Services Pty Ltd | Ceased | 2017-06-29 |
| TYSON CLAY HOLMES | Mwl Financial Services Pty Ltd | Current | 2017-06-27 |
| ROCCO D'AMELIO | Mwl Financial Services Pty Ltd | Current | 2017-06-05 |
| JOHN MORGAN | Mwl Financial Services Pty Ltd | Current | 2017-05-01 |
| SIMON HUGH HANLEY | Mwl Financial Services Pty Ltd | Current | 2016-04-07 |
| JOHN PATRICK MACKRELL | Mwl Financial Services Pty Ltd | Current | 2015-09-11 |
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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.