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- John Whelan
John Whelan
- Name
- John Whelan
- ID
- 336960
- ABN
- –
- First Provided Advice
- 2009
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1981 - Bachelor of Business Studies - - Massey University NZ
- 1995 - Diploma of Business Studies (Personal Financial Planning) - - Massey University NZ
- 2002 - PS 146 Securities,Futures & Managed Investments - - Deakin University
- 2002 - PS 146 Superannuation - - Securities Institute
- 2010 - Professional Diploma in Stockbroking - - Deakin Prime
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Current
- Licence Holder
- Maven Capital Pty ltd (#418504)
- Commenced
- July 1, 2019
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Activus Financial Services Pty Ltd (#240409)
- Commenced
- May 13, 2009
- Ceased
- Nov. 11, 2010
- Status
- Ceased
- Licence Holder
- Bks Markets Pty Ltd (#292464)
- Commenced
- Oct. 1, 2013
- Ceased
- June 30, 2019
- Status
- Ceased
- Licence Holder
- Gamma Wealth Group Pty Ltd (#334040)
- Commenced
- Sept. 1, 2010
- Ceased
- Dec. 10, 2013