LEONIE LESLEY TAYLOR (Adviser# 000241968) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is October 31, 2016.
Register Name | Financial Advisers |
Adviser Name | LEONIE LESLEY TAYLOR |
Adviser Number | 000241968 |
Adviser Role | Financial Adviser |
Adviser Role Status | Ceased |
Adviser First Advice Year | 1995 |
Financial Service (AFS) Licence |
Licence# 000476816 BENTLEYS (QLD) SUPER PTY LTD |
Adviser Start Date | 2016-10-31 |
Adviser End Date | 2018-06-30 |
Appointing Representative Name | BENTLEYS (QLD) SUPER PTY LTD |
Appointing Representative Number | 000476816 |
Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) SMSF Association Taxation Institute of Australia |
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Qualification / Degree | Institute / School |
---|---|
Bachelor Degree | Business - Queensland University of Technology |
CFP | Certified Financial Planner - Financial Planning Association of Australia |
Graduate Diploma | Chartered Accountant - Institute of Chartered Accountants |
SMSF Specialist Adviser | SPAA |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000476816 | BENTLEYS (QLD) SUPER PTY LTD | 2016-10-31 - 2018-06-30 | BENTLEYS (QLD) SUPER PTY LTD |
000230690 |
GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2003-12-01 - | GODFREY PEMBROKE LIMITED |
Licence Name | BENTLEYS (QLD) SUPER PTY LTD |
Licence Number | 000476816 |
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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.