JAMES WEYLER (Adviser# 001004416) 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 April 30, 2018.
Register Name | Financial Advisers |
Adviser Name | JAMES WEYLER |
Adviser Number | 001004416 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2014 |
Financial Service (AFS) Licence |
Licence# 000235907 UNISUPER MANAGEMENT PTY. LTD. |
Licence ABN | 91006961799 |
Licence Controlled By | UNISUPER LIMITED |
Adviser Start Date | 2018-04-30 |
Appointing Representative Name | UNISUPER MANAGEMENT PTY. LTD. |
Appointing Representative Number | 000235907 |
Appointing Representative ABN | 91006961799 |
Memberships | Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
Bachelor of International Relations (Business) | Bond University |
Certified Financial Planner (CFP) | Financial Planning Association of Australia (FPA) |
Diploma Of Financial Services (Financial Planning) | Kaplan Professional |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000235907 |
UNISUPER MANAGEMENT PTY. LTD.
Licence controlled by: UNISUPER LIMITED |
2018-04-30 - | UNISUPER MANAGEMENT PTY. LTD. |
000318613 |
SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD Further restrictions: Can provide advice in Superannuation except for Self Managed Superannuation Funds. |
2016-05-26 - 2018-05-11 | SHADFORTH FINANCIAL GROUP LIMITED |
000318613 |
SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2014-09-04 - 2015-09-29 | SHADFORTH FINANCIAL GROUP LIMITED |
Licence Name | UNISUPER MANAGEMENT PTY. LTD. |
Licence Number | 000235907 |
Licence ABN | 91006961799 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
PETRESE JILLIAN IVEY | Unisuper Management Pty. Ltd. | Current | 2018-08-23 |
DAVID ANTHONY PARRY | Unisuper Management Pty. Ltd. | Current | 2018-08-23 |
JAMES LAWRIE | Unisuper Management Pty. Ltd. | Current | 2018-08-23 |
DAMIAN CAMPBELL | Unisuper Management Pty. Ltd. | Current | 2018-08-23 |
ANGELINA SINGH | Unisuper Management Pty. Ltd. | Current | 2018-07-09 |
ROBERT CAHILL | Unisuper Management Pty. Ltd. | Current | 2018-06-04 |
JIALU XU | Unisuper Management Pty. Ltd. | Current | 2018-05-28 |
XIAOYIN XUE | Unisuper Management Pty. Ltd. | Current | 2018-04-30 |
FRANCIS SAVIOUR CAMILLERI | Unisuper Management Pty. Ltd. | Current | 2018-03-20 |
ANDREW JOHN DUNKERLEY | Unisuper Management Pty. Ltd. | Current | 2018-03-12 |
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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.