BEVAN HENERIC


Licensee: BLUEWATER FINANCIAL ADVISORS PTY LTD

BEVAN HENERIC (Adviser# 000421931) 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 30, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name BEVAN HENERIC
Adviser Number 000421931
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 33922075305
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000411846
BLUEWATER FINANCIAL ADVISORS PTY LTD
Licence ABN 99153118533
Adviser Start Date 2018-07-30
Appointing Representative Name BLUEWATER FINANCIAL ADVISORS PTY LTD
Appointing Representative Number 000411846
Appointing Representative ABN 99153118533

Authorisations to provide financial product advice

  • BEVAN HENERIC
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting) Monash University
Bachelor of Business (Banking and Finance) Monash University
Diploma of Financial Planning Mentor
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000411846 BLUEWATER FINANCIAL ADVISORS PTY LTD 2018-07-30 - BLUEWATER FINANCIAL ADVISORS PTY LTD
000225738 BOSTON REED PTY LTD 2017-08-02 - 2018-01-24 BOSTON REED PTY LTD
000334400 SPECTRUM WEALTH ADVISERS PTY LTD
Licence controlled by: Freedom Insurance Group Pty Ltd
Further restrictions: Full Advice
2017-07-13 - 2017-08-03 SPECTRUM WEALTH ADVISERS PTY LTD
000278423 SIRA GROUP PTY LTD
Licence controlled by: BANNISTER CONSULTING PTY LTD ~ David John Bannister ~ Melanie Kate Bannister
2017-04-10 - 2017-04-19 MY FINANCIAL SOLUTIONS PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2016-12-01 - 2017-04-07 DOVER FINANCIAL ADVISERS PTY LTD
000321191 GOLDEN FINANCIAL GROUP PTY LTD 2012-02-10 - 2016-01-22 GOLDEN FINANCIAL GROUP PTY LTD

Licensee Information

Licence Name BLUEWATER FINANCIAL ADVISORS PTY LTD
Licence Number 000411846
Licence ABN 99153118533

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PAUL JAN BILINSKI Bluewater Financial Advisors Pty Ltd Current 2018-07-01
GRAHAME IRVINE CRAIG Bluewater Financial Advisors Pty Ltd Current 2018-07-01
DAVID EARLEY Bluewater Financial Advisors Pty Ltd Current 2018-07-01
JUDY ZONG Bluewater Financial Advisors Pty Ltd Current 2018-07-01
MITCHELL AARON JOHNSTON Bluewater Financial Advisors Pty Ltd Current 2018-07-01
PETER PAUL SOBCZUK-MURAWCZAK Bluewater Financial Advisors Pty Ltd Current 2018-07-01
KIMBERLY PAGE Bluewater Financial Advisors Pty Ltd Current 2018-07-01
TYSON THOMAS JONAS Bluewater Financial Advisors Pty Ltd Current 2018-07-01
BRUCE EDWARD BOUNDY Bluewater Financial Advisors Pty Ltd Current 2018-07-01
JOHN GANINO Bluewater Financial Advisors Pty Ltd Current 2018-06-30

Competitor

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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.