JEFFREY WILLIAM MITCHELL (Adviser# 001240118) 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 August 22, 2018.
Register Name | Financial Advisers |
Adviser Name | JEFFREY WILLIAM MITCHELL |
Adviser Number | 001240118 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1999 |
Financial Service (AFS) Licence |
Licence# 000236523 INFOCUS SECURITIES AUSTRALIA PTY LTD |
Licence ABN | 47097797049 |
Licence Controlled By | STEINHARDT HOLDINGS PTY LTD |
Adviser Start Date | 2018-08-22 |
Appointing Representative Name | INFOCUS SECURITIES AUSTRALIA PTY LTD |
Appointing Representative Number | 000236523 |
Appointing Representative ABN | 47097797049 |
Memberships |
Financial Planning Association of Australia (FPA) Investment Management Consultants Association |
Further Restrictions | Direct Equities excludes direct equities advice and SMSF excludes SMSF |
|
Qualification / Degree | Institute / School |
---|---|
Certified Investment Management Analyst | Investment Management Consultants Association |
Diploma of Financial Planning | Financial Planning Association of Australia Ltd |
Graduate Diploma in Applied Finance and Investment | Securities Institute |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000236523 |
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD Further restrictions: Direct Equities excludes direct equities advice and SMSF excludes SMSF |
2018-08-22 - | INFOCUS SECURITIES AUSTRALIA PTY LTD |
000234459 |
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED |
2016-03-11 - 2018-07-30 | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
000337565 | S&P GLOBAL RATINGS AUSTRALIA PTY LTD | 2008-05-01 - 2012-08-01 | |
000229887 | PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD. | 2004-02-01 - 2008-04-01 | |
000247433 | HMH FINANCIAL SERVICES PTY LTD | 1999-08-01 - 2004-02-01 |
Licence Name | INFOCUS SECURITIES AUSTRALIA PTY LTD |
Licence Number | 000236523 |
Licence ABN | 47097797049 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
JESSICA PAIGE HALL | Infocus Securities Australia Pty Ltd | Current | 2018-08-30 |
CRAIG STEVEN MELDRUM | Infocus Securities Australia Pty Ltd | Current | 2018-08-22 |
REGINALD ARTHUR SHERIDAN | Infocus Securities Australia Pty Ltd | Current | 2018-08-21 |
SCOTT DAVID MALCOLM | Infocus Securities Australia Pty Ltd | Current | 2018-08-21 |
DAVID WARREN MCNEICE | Infocus Securities Australia Pty Ltd | Current | 2018-08-21 |
MICHAEL LOUIS SCHEMBRI | Infocus Securities Australia Pty Ltd | Current | 2018-08-21 |
NATHAN WHITFIELD | Infocus Securities Australia Pty Ltd | Current | 2018-08-21 |
STEVEN JAMES MARTIN | Infocus Securities Australia Pty Ltd | Current | 2018-08-21 |
ROSS KONTOMINAS | Infocus Securities Australia Pty Ltd | Current | 2018-08-07 |
MARK BOYD | Infocus Securities Australia Pty Ltd | Current | 2018-08-07 |
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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.