ADAM YOUNG (Adviser# 000320950) 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 April 11, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ADAM YOUNG |
| Adviser Number | 000320950 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000237853 EASTWOODS WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 17008167002 |
| Licence Controlled By | COMMUNITY CPS AUSTRALIA LIMITED |
| Adviser Start Date | 2018-04-11 |
| Appointing Representative Name | EASTWOODS WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000237853 |
| Appointing Representative ABN | 17008167002 |
| Memberships | SMSF Association - SMSF Specialist Advisor (SSA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Bachelor of Commerce | Australian National University |
| Diploma of Financial Services (Financial Planning) | Pinnacle Financial Services Academy |
| Margin Lending and Geared Investments | Kaplan Professional |
| Self Managed Superannuation Funds | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237853 |
EASTWOODS WEALTH MANAGEMENT PTY LTD
Licence controlled by: COMMUNITY CPS AUSTRALIA LIMITED |
2018-04-11 - | EASTWOODS WEALTH MANAGEMENT PTY LTD |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2013-06-29 - 2018-04-11 | FINANCIAL WISDOM LIMITED |
| 000236839 | W B FINANCIAL MANAGEMENT PTY LTD | 2010-03-20 - 2013-06-30 |
| Licence Name | EASTWOODS WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000237853 |
| Licence ABN | 17008167002 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TIMOTHY RYAN JOHNSON | Eastwoods Wealth Management Pty Ltd | Current | 2017-09-14 |
| CHRISTOPHER PERMAN | Eastwoods Wealth Management Pty Ltd | Current | 2017-08-15 |
| NANCY VOS | Eastwoods Wealth Management Pty Ltd | Current | 2017-08-15 |
| CHRISTOPHER JOHN COLLINS | Eastwoods Wealth Management Pty Ltd | Current | 2016-12-05 |
| BEAU MATHEW GREGORY LANCASTER | Eastwoods Wealth Management Pty Ltd | Current | 2016-12-05 |
| JEAN BAHR | Eastwoods Wealth Management Pty Ltd | Current | 2015-09-01 |
| LEE-ANNE MAREE WHITSON | Eastwoods Wealth Management Pty Ltd | Current | 2015-08-21 |
| ANN MICHELLE BRANDELL | Eastwoods Wealth Management Pty Ltd | Current | 2014-04-14 |
| TRUDY-ANNE JENKINS | Eastwoods Wealth Management Pty Ltd | Ceased | 2014-04-14 |
| YEE WAH HOOI-DURAN | Eastwoods Wealth Management Pty Ltd | Current | 2010-05-03 |
Please comment or provide details below to improve the information on .
| 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.