DANIEL LAWRENCE FINDLAY (Adviser# 000232653) 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 September 19, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DANIEL LAWRENCE FINDLAY |
| Adviser Number | 000232653 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000237898 BENDIGO FINANCIAL PLANNING LIMITED |
| Licence ABN | 81087585073 |
| Licence Controlled By | BENDIGO AND ADELAIDE BANK LIMITED |
| Adviser Start Date | 2017-09-19 |
| Appointing Representative Name | BENDIGO FINANCIAL PLANNING LIMITED |
| Appointing Representative Number | 000237898 |
| Appointing Representative ABN | 81087585073 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Financial Planning Association of Australia |
| CFP | Certified Financial Planner - Financial Planning Association of Australia |
| Diploma | Financial Planning - Financial Planning Association of Australia |
| Other | Real Estate and Business Brokers Licence - Kaplan and NSW Real Estate Institute |
| Other | Tertiary Assoc Diploma of Business Management - La Trobe Uni |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237898 |
BENDIGO FINANCIAL PLANNING LIMITED
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED |
2017-09-19 - | BENDIGO FINANCIAL PLANNING LIMITED |
| 000480262 | FINANCIAL STEWARDS PTY LTD | 2017-04-18 - 2017-04-26 | WINGS ADVISORY GROUP PTY. LTD. |
| 000449221 |
ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] |
2016-11-24 - 2017-04-11 | SOUTHERN CROSS PTY LTD |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2012-09-24 - 2016-08-03 | GWM ADVISER SERVICES LIMITED |
| 000240837 |
BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2011-01-01 - 2012-09-21 | DANIEL LAWRENCE FINDLAY |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2010-03-19 - 2010-12-31 | DANIEL LAWRENCE FINDLAY |
| 000231167 | ACTUATE ADVICE SOLUTIONS LTD | 2004-08-01 - 2010-03-18 | DANIEL LAWRENCE FINDLAY |
| Licence Name | BENDIGO FINANCIAL PLANNING LIMITED |
| Licence Number | 000237898 |
| Licence ABN | 81087585073 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NEIL JAMES SPEIRS | Bendigo Financial Planning Limited | Current | 2018-03-28 |
| KHANH THUY THUC NGUYEN | Bendigo Financial Planning Limited | Current | 2017-10-16 |
| JAMES STEPHEN KEATING | Bendigo Financial Planning Limited | Current | 2017-09-19 |
| NATHAN MCDIVEN | Bendigo Financial Planning Limited | Current | 2017-09-19 |
| SAMADHI MEEPEGAMA | Bendigo Financial Planning Limited | Ceased | 2017-09-14 |
| MARK ANDREW THOMAS MONTEIRO | Bendigo Financial Planning Limited | Current | 2017-08-29 |
| LEIGH MARK WALLMAN | Bendigo Financial Planning Limited | Current | 2017-08-08 |
| ALEXANDER GUNNING | Bendigo Financial Planning Limited | Current | 2017-07-10 |
| WARWICK ALLEN LUFF | Bendigo Financial Planning Limited | Current | 2016-11-14 |
| SUSAN VALERIE JARDINE | Bendigo Financial Planning Limited | Current | 2016-10-12 |
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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.