AARON KELLEHER-JONES

Licensee: EVERMORE MONEY MANAGEMENT PTY LTD

AARON KELLEHER-JONES (Adviser# 001003230) 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 February 13, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name AARON KELLEHER-JONES
Adviser Number 001003230
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000401712
EVERMORE MONEY MANAGEMENT PTY LTD
Licence ABN 22149269116
Adviser Start Date 2018-02-13
Appointing Representative Name EVERMORE MONEY MANAGEMENT PTY LTD
Appointing Representative Number 000401712
Appointing Representative ABN 22149269116
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Not able to deal in derivatives.

Authorisations to provide financial product advice

  • AARON KELLEHER-JONES
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Advanced Diploma of Financial Services (Financial Planning) Tribeca
Diploma of Financial Services (Financial Planning) Tribeca
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000401712 EVERMORE MONEY MANAGEMENT PTY LTD
Further restrictions: Not able to deal in derivatives.
2018-02-13 - EVERMORE MONEY MANAGEMENT PTY LTD
000232705 HILLROSS FINANCIAL SERVICES 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.
2015-11-05 - 2018-02-02 HILLROSS FINANCIAL SERVICES LIMITED
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2010-08-12 - 2015-09-11 WESTPAC BANKING CORPORATION
000237898 BENDIGO FINANCIAL PLANNING LIMITED
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED
2005-01-01 - 2010-08-12

Licensee Information

Licence Name EVERMORE MONEY MANAGEMENT PTY LTD
Licence Number 000401712
Licence ABN 22149269116

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
QADEER AHMAD Evermore Money Management Pty Ltd Current 2018-08-29
AMANDA THOMPSON Evermore Money Management Pty Ltd Current 2018-07-05
RONALD MELLODY Evermore Money Management Pty Ltd Current 2018-07-04
VAUGHAN WILLIAM FRANKS Evermore Money Management Pty Ltd Current 2018-07-04
KRISTEN LOUISE QUIRK Evermore Money Management Pty Ltd Current 2018-07-04
EMLYN OLIVIER Evermore Money Management Pty Ltd Ceased 2018-07-02
CHRISTOPHER ALAN EAST Evermore Money Management Pty Ltd Current 2018-06-30
SHAUN ROBARDS Evermore Money Management Pty Ltd Current 2018-06-07
DAVID KING Evermore Money Management Pty Ltd Current 2018-05-14
JAKE MATHEW TAYLOR Evermore Money Management Pty Ltd Current 2018-04-26

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.