JASON PHILLIP MOUNTFORD

Licensee: TWD LICENSEE SERVICES PTY LTD

JASON PHILLIP MOUNTFORD (Adviser# 001001275) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is February 24, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name JASON PHILLIP MOUNTFORD
Adviser Number 001001275
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000475964
TWD LICENSEE SERVICES PTY LTD
Licence Controlled By Troy Blyth MacMillan
Adviser Start Date 2016-02-24
Adviser End Date 2016-08-29
Appointing Representative Name TWD LICENSEE SERVICES PTY LTD
Appointing Representative Number 000475964

Authorisations to provide financial product advice

  • JASON PHILLIP MOUNTFORD

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000475964 TWD LICENSEE SERVICES PTY LTD
Licence controlled by: Troy Blyth MacMillan
2016-02-24 - 2016-08-29 TWD LICENSEE SERVICES PTY LTD
000230727 BW FINANCIAL ADVICE LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities; Standard Margin Lending.
2014-01-22 - 2015-05-13 BW FINANCIAL ADVICE LIMITED
000236523 INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
2010-03-20 - 2010-08-01

Licensee Information

Licence Name TWD LICENSEE SERVICES PTY LTD
Licence Number 000475964

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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.