KATE O'CALLAGHAN (Adviser# 001005009) 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 29, 2016.
| Register Name | Financial Advisers |
| Adviser Name | KATE O'CALLAGHAN |
| Adviser Number | 001005009 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000341162 JBWERE LTD |
| Licence ABN | 68137978360 |
| Licence Controlled By |
NATIONAL AUSTRALIA BANK LIMITED NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
| Adviser Start Date | 2016-07-29 |
| Appointing Representative Name | JBWERE LTD |
| Appointing Representative Number | 000341162 |
| Appointing Representative ABN | 68137978360 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Financial Planning Association of Australia, Deakin University |
| Master of Financial Planning | University of Sunshine Coast |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000341162 |
JBWERE LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2016-07-29 - | JBWERE LTD |
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Also permitted to provide financial product advice for: FIN-MDA Services, FIN-Non-Standard Margin Lending Facility, FIN-Miscellaneous Financial Investment Products - MDA Services, FIN-Miscellaneous Financial Risk Products, FIN-FHSA Issued non ADI and Self Managed Super Funds. |
2008-09-29 - 2016-04-29 | AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
| Licence Name | JBWERE LTD |
| Licence Number | 000341162 |
| Licence ABN | 68137978360 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES CHARLES STEWART WILLIAMS | Jbwere Ltd | Current | 2018-05-28 |
| THUONG HOANG | Jbwere Ltd | Current | 2018-04-27 |
| ALEXANDER ROBERT CUDLIPP | Jbwere Ltd | Current | 2018-04-27 |
| MATTHEW GRANT PATTISON | Jbwere Ltd | Current | 2018-04-04 |
| BENJAMIN MCPHERSON | Jbwere Ltd | Current | 2018-02-26 |
| CHARLES WOOD | Jbwere Ltd | Ceased | 2018-01-08 |
| ANDREW JAMES MATHIS | Jbwere Ltd | Current | 2017-12-12 |
| KAVISHA ALLES | Jbwere Ltd | Current | 2017-12-12 |
| DEON CAVARRA | Jbwere Ltd | Current | 2017-10-23 |
| NICHOLAS COSTELLO | Jbwere Ltd | Current | 2017-10-16 |
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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.