JULIE CHRISTINE MATHESON


Licensee: APT STRATEGY PTY LTD

JULIE CHRISTINE MATHESON (Adviser# 001008779) 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 1, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name JULIE CHRISTINE MATHESON
Adviser Number 001008779
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 16366703027
Adviser First Advice Year 1987
Financial Service (AFS) Licence Licence# 000226898
APT STRATEGY PTY LTD
Licence ABN 81058368362
Adviser Start Date 2010-07-01
Appointing Representative Name APT STRATEGY PTY LTD
Appointing Representative Number 000226898
Appointing Representative ABN 81058368362
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • JULIE CHRISTINE MATHESON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Arts (Political Science and History) University of Western Australia
Diploma of Financial Planning Deakin University
Life Risk Specialist Financial Planning Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000226898 APT STRATEGY PTY LTD 2010-07-01 - APT STRATEGY PTY LTD
000234705 THE TRADING BOARD PTY LTD 2001-08-22 - 2010-06-30

Licensee Information

Licence Name APT STRATEGY PTY LTD
Licence Number 000226898
Licence ABN 81058368362

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
FIONA LOUISE HAYNE Apt Strategy Pty Ltd Current 2018-04-23
NATHAN PAUL KIRKWOOD Apt Strategy Pty Ltd Current 2018-04-23
TAYLOR PANIORA Apt Strategy Pty Ltd Current 2018-04-01
JASON ADAMS Apt Strategy Pty Ltd Current 2018-03-22
PAUL STEPHEN GERRARD Apt Strategy Pty Ltd Current 2003-12-10

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
FIONA LOUISE HAYNE Apt Strategy Pty Ltd Current 2018-04-23
NATHAN PAUL KIRKWOOD Apt Strategy Pty Ltd Current 2018-04-23
TAYLOR PANIORA Apt Strategy Pty Ltd Current 2018-04-01
JASON ADAMS Apt Strategy Pty Ltd Current 2018-03-22
PAUL STEPHEN GERRARD Apt Strategy Pty Ltd Current 2003-12-10

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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.