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Financial Advisers: JONATHAN POHL Information

This is the detailed information about JONATHAN POHL, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000462076, the year the Financial Adviser first provided advice is 2014 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:20.

Financial Adviser Number: 000462076
Financial Adviser Name: JONATHAN POHL
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2014
Adviser Town: SYDNEY
Adviser State: NSW
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
    Licence Number: 000236643
    Licence ABN: 42000001007
    The company(ies) or people who control the licensee's business: PERPETUAL LIMITED
    The date the Financial Adviser commenced the appointment: 2018-12-06
    Authorised Representative Name: PERPETUAL TRUSTEE COMPANY LIMITED
    Authorised Representative Number: 000236643
    Rep Appointed ABN: 42000001007
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Managed Investment Schemes/MDA Services: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Fin Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services: 1
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: BCom - Rhodes University, South Africa ~ Certified Financial Planner - Deakin University / FPA ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Postgraduate Diploma in Financial Planning - University of the Free State, South Africa
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: EVARO WEALTH PARTNERS PTY LTD
    Licence Number: 000472429
    The date the Financial Adviser commenced the appointment: 2015-05-15
    The date the Financial Adviser ceased the appointment: 2018-12-01
    Authorised Representative Name: EVARO WEALTH PARTNERS PTY LTD
    Authorised Representative Number: 000472429
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: BCom - Rhodes University, South Africa ~ Certified Financial Planner - Deakin University / FPA ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Postgraduate Diploma in Financial Planning - University of the Free State, South Africa
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: GENESYS WEALTH ADVISERS LIMITED
    Licence Number: 000232686
    Licence ABN: 20060778216
    The company(ies) or people who control the licensee's business: AMP LIMITED
    The date the Financial Adviser commenced the appointment: 2014-07-08
    The date the Financial Adviser ceased the appointment: 2015-04-17
    Authorised Representative Name: GENESYS WEALTH ADVISERS LIMITED
    Authorised Representative Number: 000232686
    Rep Appointed ABN: 20060778216
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: BCom - Rhodes University, South Africa ~ Certified Financial Planner - Deakin University / FPA ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Postgraduate Diploma in Financial Planning - University of the Free State, South Africa
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
  4. Financial Adviser Status: Ceased
    Name of the licence holder: COLONIAL FIRST STATE INVESTMENTS LIMITED
    Licence Number: 000232468
    Licence ABN: 98002348352
    The date the Financial Adviser commenced the appointment: 2013-04-24
    The date the Financial Adviser ceased the appointment: 2014-01-14
    Authorised Representative Name: JONATHAN POHL
    Authorised Representative Number: 000462076
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: BCom - Rhodes University, South Africa ~ Certified Financial Planner - Deakin University / FPA ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Postgraduate Diploma in Financial Planning - University of the Free State, South Africa
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.