MICHELLE SHARON TATE-LOVERY (Adviser# 000235917) 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 1, 2003.
| Register Name | Financial Advisers |
| Adviser Name | MICHELLE SHARON TATE-LOVERY |
| Adviser Number | 000235917 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1989 |
| Financial Service (AFS) Licence |
Licence# 000230510 UNIFIED FINANCIAL SERVICES PTY LTD |
| Licence ABN | 31066587602 |
| Adviser Start Date | 2003-09-01 |
| Appointing Representative Name | UNIFIED FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000230510 |
| Appointing Representative ABN | 31066587602 |
| Memberships |
Association of Financial Advisers (AFA) Financial Planning Association of Australia (FPA) Tax Practitioners Board (TASA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Arts (Hons) | University of Western Australia |
| Certified Financial Planner | Financial Planning Association of Australia |
| Diploma of Financial Planning | Deakin University |
| Margin Lending and Geared Investments | Kaplan Professional |
| Self Managed Super Fund Accreditation | Financial Essentials |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000230510 | UNIFIED FINANCIAL SERVICES PTY LTD | 2003-09-01 - | UNIFIED FINANCIAL SERVICES PTY LTD |
| Licence Name | UNIFIED FINANCIAL SERVICES PTY LTD |
| Licence Number | 000230510 |
| Licence ABN | 31066587602 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| FRANK D'ALESIO-TREMANTE | Unified Financial Services Pty Ltd | Current | 2016-12-01 |
| DANIEL WEEKS | Unified Financial Services Pty Ltd | Ceased | 2016-02-11 |
| LISA HALEY | Unified Financial Services Pty Ltd | Current | 2004-07-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| FRANK D'ALESIO-TREMANTE | Unified Financial Services Pty Ltd | Current | 2016-12-01 |
| DANIEL WEEKS | Unified Financial Services Pty Ltd | Ceased | 2016-02-11 |
| LISA HALEY | Unified Financial Services Pty Ltd | Current | 2004-07-01 |
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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.