STEVEN JURCEC (Adviser# 000426863) 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 March 27, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEVEN JURCEC |
| Adviser Number | 000426863 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000449221 ALLIANCE WEALTH PTY LTD |
| Licence ABN | 93161647007 |
| Licence Controlled By |
CENTREPOINT ALLIANCE LIMITED CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] |
| Adviser Start Date | 2018-03-27 |
| Appointing Representative Name | S&J FINANCIAL GROUP PTY LTD |
| Appointing Representative Number | 001262960 |
| Further Restrictions | Not authorised to provide advice on Self Managed Superannuation Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Banking & Finance) | Victoria University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000449221 |
ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] Further restrictions: Not authorised to provide advice on Self Managed Superannuation Funds |
2018-03-27 - | S&J FINANCIAL GROUP PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is 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. |
2017-06-26 - 2018-01-03 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000258145 |
LINK ADVICE PTY LTD
Licence controlled by: AUSTRALIAN ADMINISTRATION SERVICES PTY. LIMITED |
2015-06-01 - 2017-06-08 | LINK ADVICE PTY LTD |
| 000238761 |
SUPERPARTNERS PTY LTD
Licence controlled by: AUSTRALIAN ADMINISTRATION SERVICES PTY. LIMITED |
2015-02-10 - 2015-06-01 | SUPERPARTNERS PTY LTD |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2014-10-10 - 2014-11-05 | DOMAIN WEALTH SERVICES PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2012-08-19 - 2014-10-01 |
| Licence Name | ALLIANCE WEALTH PTY LTD |
| Licence Number | 000449221 |
| Licence ABN | 93161647007 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER-JAMES MACKINNON CAMERON | Alliance Wealth Pty Ltd | Current | 2018-08-10 |
| ANTONIO MORO | Alliance Wealth Pty Ltd | Current | 2018-08-01 |
| JASMYN PFEIFFER | Alliance Wealth Pty Ltd | Current | 2018-08-01 |
| JEFFREY BOWMAN | Alliance Wealth Pty Ltd | Current | 2018-07-27 |
| TRACEY MARGARET PRATTLEY | Alliance Wealth Pty Ltd | Current | 2018-07-26 |
| LUKE THOMAS SALTMARSH | Alliance Wealth Pty Ltd | Current | 2018-07-13 |
| MICHAEL PAUL FARMER | Alliance Wealth Pty Ltd | Current | 2018-07-06 |
| RUSSELL W GILBERT | Alliance Wealth Pty Ltd | Current | 2018-07-02 |
| WESSEL HENDRIK SWART | Alliance Wealth Pty Ltd | Current | 2018-07-02 |
| MICHAEL EDWARD BELCHER | Alliance Wealth Pty Ltd | Current | 2018-07-02 |
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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.