JACKSON TERRENCE MILLAN

Licensee: AXIES PTY. LTD.

JACKSON TERRENCE MILLAN (Adviser# 000344212) 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 June 21, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JACKSON TERRENCE MILLAN
Adviser Number 000344212
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000339384
AXIES PTY. LTD.
Licence ABN 38136704446
Adviser Start Date 2018-06-21
Appointing Representative Name AUREUS WEALTH ADVISERS PTY LTD
Appointing Representative Number 001259968
Appointing Representative ABN 26622501455
Memberships Associate Chartered Financial Practitioner

Authorisations to provide financial product advice

  • JACKSON TERRENCE MILLAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Kaplan Professional
Diploma of Financial Services (Financial Planning) TAFE NSW
Estate Planning Kaplan
Financial Plan Contruction & Review Kaplan
Investment Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000339384 AXIES PTY. LTD. 2018-06-21 - AUREUS WEALTH ADVISERS PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2017-11-17 - 2018-06-19 DOVER FINANCIAL ADVISERS PTY LTD
000323825 YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED 2015-07-20 - 2017-11-03 YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2013-04-19 - 2015-06-12 AMP FINANCIAL PLANNING PTY LIMITED
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2011-04-27 - 2013-04-19
000244252 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2010-01-22 - 2011-04-27

Licensee Information

Licence Name AXIES PTY. LTD.
Licence Number 000339384
Licence ABN 38136704446

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CARLOS MEDRANO Axies Pty. Ltd. Current 2018-08-20
JOHN ROSS CACHIA Axies Pty. Ltd. Current 2018-08-17
CHRISTOPHER SMITH Axies Pty. Ltd. Current 2018-08-17
LEVENT ALDOGAN Axies Pty. Ltd. Current 2018-08-17
DEEPTI SUBHASH ALURKAR Axies Pty. Ltd. Current 2018-07-18
PAUL HENRI DE THOUARS Axies Pty. Ltd. Current 2018-07-11
BENJAMIN JAMES COLLINS Axies Pty. Ltd. Current 2018-07-09
BENJAMIN RICKETTS Axies Pty. Ltd. Current 2018-07-06
BARRY VINCENT LYNAM Axies Pty. Ltd. Current 2018-07-06
MICHAEL CURNOW Axies Pty. Ltd. Current 2018-07-06

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Dataset Information

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.