MICHAEL PATRICK TAYLOR (Adviser# 000238948) 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 August 8, 2011.
Register Name | Financial Advisers |
Adviser Name | MICHAEL PATRICK TAYLOR |
Adviser Number | 000238948 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1993 |
Financial Service (AFS) Licence |
Licence# 000247839 PPS LIFESTYLE SOLUTIONS PTY LTD |
Licence ABN | 13051228641 |
Licence Controlled By | AMP LIMITED |
Adviser Start Date | 2011-08-08 |
Appointing Representative Name | PPS LIFESTYLE SOLUTIONS PTY LTD |
Appointing Representative Number | 000247839 |
Appointing Representative ABN | 13051228641 |
Further Restrictions | One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
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Qualification / Degree | Institute / School |
---|---|
Foundation Diploma of Financial Planning | Financial Planning Association of Australia (FPA) |
Foundation Diploma of Financial Planning | Financial Planning Association of Australia (FPA) |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000247839 |
PPS LIFESTYLE SOLUTIONS 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. |
2011-08-08 - | PPS LIFESTYLE SOLUTIONS PTY LTD |
000255027 |
PORTFOLIO PLANNING SOLUTIONS LTD
Licence controlled by: IPAC SECURITIES LIMITED Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2011-08-08 - | PORTFOLIO PLANNING SOLUTIONS LTD |
000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd |
2008-09-24 - 2011-08-05 |
Licence Name | PPS LIFESTYLE SOLUTIONS PTY LTD |
Licence Number | 000247839 |
Licence ABN | 13051228641 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
CAMPBELL HOPGOOD | Pps Lifestyle Solutions Pty Ltd | Ceased | 2013-04-11 |
GEOFFREY ALEX MITCHELSON | Pps Lifestyle Solutions Pty Ltd | Ceased | 2011-08-08 |
PETRA CHURCHER | Pps Lifestyle Solutions Pty Ltd | Ceased | 2006-06-01 |
LOUIS ALBERT DELFOS | Pps Lifestyle Solutions Pty Ltd | Ceased | 2006-06-01 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
CAMPBELL HOPGOOD | Pps Lifestyle Solutions Pty Ltd | Ceased | 2013-04-11 |
GEOFFREY ALEX MITCHELSON | Pps Lifestyle Solutions Pty Ltd | Ceased | 2011-08-08 |
PETRA CHURCHER | Pps Lifestyle Solutions Pty Ltd | Ceased | 2006-06-01 |
LOUIS ALBERT DELFOS | Pps Lifestyle Solutions Pty Ltd | Ceased | 2006-06-01 |
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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.