WALLACE WILLIAM DONALD (Adviser# 000245899) 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 December 22, 2011.
| Register Name | Financial Advisers |
| Adviser Name | WALLACE WILLIAM DONALD |
| Adviser Number | 000245899 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 41074364273 |
| Adviser First Advice Year | 1989 |
| Financial Service (AFS) Licence |
Licence# 000392959 KIRKDON FINANCIAL SERVICES PTY LIMITED |
| Licence ABN | 29003837670 |
| Licence Controlled By | WALLACE WILLIAM DONALD |
| Adviser Start Date | 2011-12-22 |
| Appointing Representative Name | KIRKDON FINANCIAL SERVICES PTY LIMITED |
| Appointing Representative Number | 000392959 |
| Appointing Representative ABN | 29003837670 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Engineering | University of New South Wales |
| Certificate Comprehensive Advice Self Managed Superannuation Funds | Securitor/Kaplan |
| Diploma Financial Planning | Financial Planning Association/Deakin University |
| Graduate Diploma Corporate Management | Institute of Secretaries and Administrators/Australian Graduate School of Management |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000392959 |
KIRKDON FINANCIAL SERVICES PTY LIMITED
Licence controlled by: WALLACE WILLIAM DONALD |
2011-12-22 - | KIRKDON FINANCIAL SERVICES PTY LIMITED |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2003-12-01 - 2011-02-18 | WALLACE WILLIAM DONALD |
| Licence Name | KIRKDON FINANCIAL SERVICES PTY LIMITED |
| Licence Number | 000392959 |
| Licence ABN | 29003837670 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JENNIFER ANNE SCHWEIGER | Kirkdon Financial Services Pty Limited | Current | 2015-03-16 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JENNIFER ANNE SCHWEIGER | Kirkdon Financial Services Pty Limited | Current | 2015-03-16 |
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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.