JASON PETERSEN (Adviser# 001000097) 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 January 1, 2010.
| Register Name | Financial Advisers |
| Adviser Name | JASON PETERSEN |
| Adviser Number | 001000097 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000314889 5 WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 50003640097 |
| Adviser Start Date | 2010-01-01 |
| Appointing Representative Name | 5 WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000314889 |
| Appointing Representative ABN | 50003640097 |
| Memberships |
Association of Financial Advisers (AFA) Finance Brokers Association of Australia (FBAA) Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| BA Hons Management & Information Systems | UNSW |
| Certified Financial Planner | Financial Planning Association |
| Estate Planning | UTS |
| Grad Dipl Financial Planning | Securities Institute Australia |
| Self Managed Super Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000314889 | 5 WEALTH MANAGEMENT PTY LTD | 2010-01-01 - | 5 WEALTH MANAGEMENT PTY LTD |
| Licence Name | 5 WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000314889 |
| Licence ABN | 50003640097 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LOUISE FALSONE | 5 Wealth Management Pty Ltd | Current | 2018-07-25 |
| SHANE BARRETT | 5 Wealth Management Pty Ltd | Ceased | 2018-02-05 |
| GILLIAN WITHAM | 5 Wealth Management Pty Ltd | Current | 2017-03-17 |
| JIM GEORGES | 5 Wealth Management Pty Ltd | Ceased | 2016-08-08 |
| ROVENA ANDRUSKEVICA | 5 Wealth Management Pty Ltd | Ceased | 2016-02-01 |
| ROSLYN LORRAINE MCNUTT | 5 Wealth Management Pty Ltd | Ceased | 2016-02-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LOUISE FALSONE | 5 Wealth Management Pty Ltd | Current | 2018-07-25 |
| SHANE BARRETT | 5 Wealth Management Pty Ltd | Ceased | 2018-02-05 |
| GILLIAN WITHAM | 5 Wealth Management Pty Ltd | Current | 2017-03-17 |
| JIM GEORGES | 5 Wealth Management Pty Ltd | Ceased | 2016-08-08 |
| ROVENA ANDRUSKEVICA | 5 Wealth Management Pty Ltd | Ceased | 2016-02-01 |
| ROSLYN LORRAINE MCNUTT | 5 Wealth Management Pty Ltd | Ceased | 2016-02-01 |
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.