SIMON HUSSEY (Adviser# 001000561) 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 11, 2018.
| Register Name | Financial Advisers |
| Adviser Name | SIMON HUSSEY |
| Adviser Number | 001000561 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000222266 OAKWEST HOLDINGS PTY LTD |
| Licence ABN | 17054918295 |
| Adviser Start Date | 2018-07-11 |
| Appointing Representative Name | OAKWEST HOLDINGS PTY LTD |
| Appointing Representative Number | 000222266 |
| Appointing Representative ABN | 17054918295 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Financial Planning Association |
| Foundation Tax | Tax Institute of Australia |
| Life Risk Specialist | Financial Planning Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000222266 | OAKWEST HOLDINGS PTY LTD | 2018-07-11 - | OAKWEST HOLDINGS PTY LTD |
| 000229921 |
TOWERS WATSON AUSTRALIA PTY LTD
Licence controlled by: TA 1 Limited ~ Towers Watson & Co [Date Ceased: 04/10/2017] ~ Trinity Acquisition plc ~ WILLIS TOWERS WATSON AUSTRALIA HOLDINGS LIMITED ~ WTW Bermuda Holdings Ltd ~ Willis Europe B V ~ Willis Faber Limited ~ Willis Group Limited ~ Willis International Limi |
2011-10-03 - 2018-07-10 | TOWERS WATSON AUSTRALIA PTY LTD |
| Licence Name | OAKWEST HOLDINGS PTY LTD |
| Licence Number | 000222266 |
| Licence ABN | 17054918295 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KOSTER ARJEN | Oakwest Holdings Pty Ltd | Current | 2018-08-01 |
| SIMON DAVID HARVEY | Oakwest Holdings Pty Ltd | Current | 2017-12-21 |
| SIMON BARWICK | Oakwest Holdings Pty Ltd | Current | 2017-11-10 |
| NICHOLAS BOND | Oakwest Holdings Pty Ltd | Current | 2017-11-10 |
| BILLY TOMLIN | Oakwest Holdings Pty Ltd | Current | 2017-11-10 |
| HAYLEY AROHA MAXWELL | Oakwest Holdings Pty Ltd | Current | 2016-12-01 |
| JOSEPH KERWIN | Oakwest Holdings Pty Ltd | Ceased | 2016-10-15 |
| RICHARD COLIN GARDINER | Oakwest Holdings Pty Ltd | Current | 2016-10-01 |
| NEIL ANTHONY THOMASON | Oakwest Holdings Pty Ltd | Current | 2016-08-08 |
| REBECCA MARY ELIZABETH WATSON | Oakwest Holdings Pty Ltd | Current | 2015-03-15 |
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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.