JOSEPH ANTHONY WALSH (Adviser# 000227347) 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 March 7, 2013.
| Register Name | Financial Advisers |
| Adviser Name | JOSEPH ANTHONY WALSH |
| Adviser Number | 000227347 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000230887 STRATEGIC PLANNING PARTNERS PTY LTD |
| Licence ABN | 65057800405 |
| Licence Controlled By | AMP LIMITED |
| Adviser Start Date | 2013-03-07 |
| Appointing Representative Name | STRATEGIC PLANNING PARTNERS PTY LTD |
| Appointing Representative Number | 000230887 |
| Appointing Representative ABN | 65057800405 |
| Memberships |
CFP - Certified Financial Planner (FPA) CFP - Certified Financial Planner (FPA) |
| Further Restrictions | One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Financial Planning Association of Australia (FPA) |
| Diploma of Financial Planning | Financial Planning Association of Australia (FPA) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000230887 |
STRATEGIC PLANNING PARTNERS PTY LTD
Licence controlled by: AMP LIMITED Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2013-03-07 - | STRATEGIC PLANNING PARTNERS PTY LTD |
| 000234656 |
IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives. |
2013-03-07 - | IPAC SECURITIES LIMITED |
| 000247839 |
PPS LIFESTYLE SOLUTIONS PTY LTD
Licence controlled by: AMP LIMITED |
2011-08-08 - 2012-02-08 |
| Licence Name | STRATEGIC PLANNING PARTNERS PTY LTD |
| Licence Number | 000230887 |
| Licence ABN | 65057800405 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID ALLEN BIRD | Strategic Planning Partners Pty Ltd | Ceased | 2014-08-18 |
| DENISE GLORIA BAKER | Strategic Planning Partners Pty Ltd | Current | 2013-09-16 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID ALLEN BIRD | Strategic Planning Partners Pty Ltd | Ceased | 2014-08-18 |
| DENISE GLORIA BAKER | Strategic Planning Partners Pty Ltd | Current | 2013-09-16 |
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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.