Jamie William Wright
Financial Adviser in Aspley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000344371
- Location
- Aspley QLD 4034
- Licensee
- JWFS Financial Pty Ltd (AFSL 519073)
- Authorised since
- 31 March 2020
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2001); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2003)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jamie William Wright
Jamie William Wright is a financial adviser in Aspley, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000344371.
The licensee Jamie advises under is JWFS Financial Pty Ltd (AFS licence 519073). The current authorisation started on 31 March 2020.
The register records 1998 as the year Jamie first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2001) and Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2003). Jamie is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jamie William Wright a registered financial adviser?
Yes. Jamie William Wright is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000344371.
Which licensee does Jamie William Wright work under?
JWFS Financial Pty Ltd, Australian financial services licence 519073.
What can Jamie William Wright give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.