DAVID HARRISON (Adviser# 000232328) 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 November 13, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DAVID HARRISON |
| Adviser Number | 000232328 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000422763 LIBERTAS WEALTH CONSULTING PTY LTD |
| Licence ABN | 95158537949 |
| Licence Controlled By |
CMRE PTY LTD Michael Rees-Evans |
| Adviser Start Date | 2017-11-13 |
| Appointing Representative Name | EFS WEALTH PTY LIMITED |
| Appointing Representative Number | 000436155 |
| Appointing Representative ABN | 66104989022 |
| Memberships |
Financial Planning Association of Australia (FPA) Institute of Public Accountants (IPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Accounting) | Charles Sturt University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000422763 |
LIBERTAS WEALTH CONSULTING PTY LTD
Licence controlled by: CMRE PTY LTD ~ Michael Rees-Evans |
2017-11-13 - | EFS WEALTH PTY LIMITED |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2003-07-01 - 2017-11-15 | COUNT FINANCIAL LIMITED |
| Licence Name | LIBERTAS WEALTH CONSULTING PTY LTD |
| Licence Number | 000422763 |
| Licence ABN | 95158537949 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BEN LESTER | Libertas Wealth Consulting Pty Ltd | Current | 2017-11-13 |
| NICHOLAS STEPHEN TALLEY | Libertas Wealth Consulting Pty Ltd | Current | 2017-11-13 |
| IAN CANTWELL | Libertas Wealth Consulting Pty Ltd | Ceased | 2017-11-13 |
| MICHAEL REES-EVANS | Libertas Wealth Consulting Pty Ltd | Current | 2012-07-24 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BEN LESTER | Libertas Wealth Consulting Pty Ltd | Current | 2017-11-13 |
| NICHOLAS STEPHEN TALLEY | Libertas Wealth Consulting Pty Ltd | Current | 2017-11-13 |
| IAN CANTWELL | Libertas Wealth Consulting Pty Ltd | Ceased | 2017-11-13 |
| MICHAEL REES-EVANS | Libertas Wealth Consulting Pty Ltd | Current | 2012-07-24 |
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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.