JOSEPH ANTHONY WALSH


Licensee: STRATEGIC PLANNING PARTNERS PTY LTD

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.

Adviser Overview

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.

Authorisations to provide financial product advice

  • JOSEPH ANTHONY WALSH
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Financial Planning Association of Australia (FPA)
Diploma of Financial Planning Financial Planning Association of Australia (FPA)

Adviser employment history

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

Licensee Information

Licence Name STRATEGIC PLANNING PARTNERS PTY LTD
Licence Number 000230887
Licence ABN 65057800405

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information


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.