JAMES NATHAN PETTERSON (Adviser# 000418305) 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 October 9, 2015.
| Register Name | Financial Advisers |
| Adviser Name | JAMES NATHAN PETTERSON |
| Adviser Number | 000418305 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000225216 HNW PLANNING PTY LTD |
| Licence ABN | 42083745055 |
| Licence Controlled By | HNW GROUP HOLDINGS PTY LIMITED |
| Adviser Start Date | 2015-10-09 |
| Appointing Representative Name | HNW PLANNING PTY LTD |
| Appointing Representative Number | 000225216 |
| Appointing Representative ABN | 42083745055 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services | Kaplan |
| Bachelor of Business (Finance) | Charles Stut University |
| Diploma of Financial Services (Financial Planning) | International Institute of Technology (IIT) |
| Margin Lending and Geared Investments | Kaplan |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000225216 |
HNW PLANNING PTY LTD
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED |
2015-10-09 - | HNW PLANNING PTY LTD |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2013-07-29 - 2015-10-09 | WEALTHSURE FINANCIAL SERVICES PTY LTD |
| 000240938 |
THE FINANCIALLINK GROUP PTY LTD
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED |
2012-09-24 - 2013-07-29 | |
| 000238256 |
MATRIX PLANNING SOLUTIONS LIMITED
Licence controlled by: CLEARVIEW WEALTH LIMITED |
2012-03-02 - 2012-09-21 |
| Licence Name | HNW PLANNING PTY LTD |
| Licence Number | 000225216 |
| Licence ABN | 42083745055 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ADAM JAMES SMITH | Hnw Planning Pty Ltd | Current | 2018-07-23 |
| FRANK GERALD MONAGHAN | Hnw Planning Pty Ltd | Current | 2018-07-06 |
| PHILLIP HAKIM | Hnw Planning Pty Ltd | Current | 2018-07-04 |
| BOB BACKER | Hnw Planning Pty Ltd | Current | 2018-07-02 |
| DANIELLE NASTOV | Hnw Planning Pty Ltd | Current | 2018-07-02 |
| ANDREW SIDNEY GRANT | Hnw Planning Pty Ltd | Current | 2018-06-02 |
| RUSSELL WADEY | Hnw Planning Pty Ltd | Current | 2018-06-01 |
| JULIAN SUMNER CATLOW | Hnw Planning Pty Ltd | Ceased | 2018-04-20 |
| MARIO ZANNETTOU | Hnw Planning Pty Ltd | Current | 2018-03-02 |
| DARREN JOHN TAPPOURAS | Hnw Planning Pty Ltd | Current | 2018-01-22 |
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.