ADAM JAMES DOUGLAS


Licensee: TASMANIAN PERPETUAL TRUSTEES LIMITED

ADAM JAMES DOUGLAS (Adviser# 001239477) 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 22, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name ADAM JAMES DOUGLAS
Adviser Number 001239477
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000234630
TASMANIAN PERPETUAL TRUSTEES LIMITED
Licence ABN 97009475629
Adviser Start Date 2016-02-22
Appointing Representative Name TASMANIAN PERPETUAL TRUSTEES LIMITED
Appointing Representative Number 000234630
Appointing Representative ABN 97009475629
Further Restrictions Self Managed Super Funds

Authorisations to provide financial product advice

  • ADAM JAMES DOUGLAS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business University of Tasmania
Bachelor of Economics University of Tasmania
Graduate Diploma of Financial Planning KAPLAN

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234630 TASMANIAN PERPETUAL TRUSTEES LIMITED
Further restrictions: Self Managed Super Funds
2016-02-22 - TASMANIAN PERPETUAL TRUSTEES LIMITED

Licensee Information

Licence Name TASMANIAN PERPETUAL TRUSTEES LIMITED
Licence Number 000234630
Licence ABN 97009475629

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MATTHEW EDWARD KAYE Tasmanian Perpetual Trustees Limited Current 2016-03-17
NIKOLAS STEVEN PREECE Tasmanian Perpetual Trustees Limited Current 2016-03-02
RODNEY ARTHUR GARDINER Tasmanian Perpetual Trustees Limited Current 2016-02-15
LONNIE JOHN WEEKS Tasmanian Perpetual Trustees Limited Current 2015-10-16
TIFFANY JANE HARDWICK Tasmanian Perpetual Trustees Limited Current 2013-05-13
TODD DAVID KENNEDY Tasmanian Perpetual Trustees Limited Current 2010-07-01
MATTHEW JOHN KHOUREY Tasmanian Perpetual Trustees Limited Current 2009-07-01
PHILIP RICHARD HALL Tasmanian Perpetual Trustees Limited Current 2007-09-24
DAVID WILLIAM MCMENIMAN Tasmanian Perpetual Trustees Limited Current 2006-07-05
JOHN ALEXANDER CAREY Tasmanian Perpetual Trustees Limited Ceased 2006-03-27

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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.