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- Financial Advisers Australia (FAA)
- John Wertheimer
John Wertheimer
- Name
- John Wertheimer
- ID
- 259506
- ABN
- –
- First Provided Advice
- 1983
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Charter Financial Planning Limited (#234665)
- Commenced
- May 17, 2012
- Ceased
- Sept. 19, 2012
- Status
- Ceased
- Licence Holder
- Dover Financial Advisers Pty Ltd (#307248)
- Commenced
- April 3, 2017
- Ceased
- July 4, 2018
- Status
- Ceased
- Licence Holder
- Jigsaw Support Services Pty Limited (#234663)
- Commenced
- July 21, 2011
- Ceased
- May 17, 2012
- Status
- Ceased
- Licence Holder
- Neo Financial Solutions Pty Ltd (#385845)
- Commenced
- Sept. 19, 2012
- Ceased
- March 15, 2017
- Status
- Ceased
- Licence Holder
- Professional Investment Services Pty Ltd (#234951)
- Commenced
- Sept. 23, 2008
- Ceased
- July 1, 2011