SUZI MARINA SMITH (Adviser# 001255588) 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 June 13, 2017.
| Register Name | Financial Advisers |
| Adviser Name | SUZI MARINA SMITH |
| Adviser Number | 001255588 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| 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 | 2017-06-13 |
| Appointing Representative Name | JBWERE LTD |
| Appointing Representative Number | 000341162 |
| Appointing Representative ABN | 68137978360 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Accounting | University of Technology, Sydney |
| Certified Financial Planner | Financial Planning Association of Australia |
| Chartered Accountant | Institute of Chartered Accountants |
| Graduate Diploma of Financial Planning | Finsia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000341162 |
JBWERE LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2017-06-13 - | JBWERE LTD |
| 000230686 |
NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED |
2010-12-01 - 2016-04-10 | |
| 000232705 |
HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2004-11-08 - 2010-08-06 |
| 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.