FRANK LOUIS PREZ (Adviser# 000243437) 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 5, 2007.
| Register Name | Financial Advisers |
| Adviser Name | FRANK LOUIS PREZ |
| Adviser Number | 000243437 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000309418 ASCENSIS WEALTH PTY LTD |
| Licence ABN | 32123354361 |
| Adviser Start Date | 2007-09-05 |
| Appointing Representative Name | ASCENSIS WEALTH PTY LTD |
| Appointing Representative Number | 000309418 |
| Appointing Representative ABN | 32123354361 |
| Memberships |
CPA Australia (CPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | Adelaide University |
| Margin Lending and GFeared Investments | Kaplan |
| RG 146 Finanial Planning Managed Investments and Superannuation | FPA |
| Risk Management | Trbeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000309418 | ASCENSIS WEALTH PTY LTD | 2007-09-05 - | ASCENSIS WEALTH PTY LTD |
| Licence Name | ASCENSIS WEALTH PTY LTD |
| Licence Number | 000309418 |
| Licence ABN | 32123354361 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ARTHUR PANAGIS | Ascensis Wealth Pty Ltd | Ceased | 2014-06-03 |
| SCOTT DURHAM | Ascensis Wealth Pty Ltd | Ceased | 2009-08-10 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ARTHUR PANAGIS | Ascensis Wealth Pty Ltd | Ceased | 2014-06-03 |
| SCOTT DURHAM | Ascensis Wealth Pty Ltd | Ceased | 2009-08-10 |
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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.