RUSSELL W GILBERT (Adviser# 000245949) 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 July 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | RUSSELL W GILBERT |
| Adviser Number | 000245949 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1985 |
| Financial Service (AFS) Licence |
Licence# 000449221 ALLIANCE WEALTH PTY LTD |
| Licence ABN | 93161647007 |
| Licence Controlled By |
CENTREPOINT ALLIANCE LIMITED CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] |
| Adviser Start Date | 2018-07-02 |
| Appointing Representative Name | BALANCED FINANCIAL WEALTH PTY LTD |
| Appointing Representative Number | 001265745 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program (ALPA) | Kaplan Professional |
| CFP | Certified Financial Planner - Financial Planning Association of Australia |
| Diploma of Financial Planning | Deakin University |
| Margin Lending and Geared Investments | Kaplan Professional |
| Self Managed Superannuation Fund Accreditation | Financial Essentials |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000449221 |
ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] |
2018-07-02 - | BALANCED FINANCIAL WEALTH PTY LTD |
| 000230323 |
CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD |
2017-06-28 - 2018-06-29 | CONSULTUM FINANCIAL ADVISERS PTY LTD |
| 000223135 | CAPSTONE FINANCIAL PLANNING PTY LTD | 2015-08-03 - 2017-06-28 | ACCOUNT(ABLE) FINANCIAL PLANNERS PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2003-12-01 - 2015-07-30 | SECURITOR FINANCIAL GROUP LTD |
| Licence Name | ALLIANCE WEALTH PTY LTD |
| Licence Number | 000449221 |
| Licence ABN | 93161647007 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER-JAMES MACKINNON CAMERON | Alliance Wealth Pty Ltd | Current | 2018-08-10 |
| ANTONIO MORO | Alliance Wealth Pty Ltd | Current | 2018-08-01 |
| JASMYN PFEIFFER | Alliance Wealth Pty Ltd | Current | 2018-08-01 |
| JEFFREY BOWMAN | Alliance Wealth Pty Ltd | Current | 2018-07-27 |
| TRACEY MARGARET PRATTLEY | Alliance Wealth Pty Ltd | Current | 2018-07-26 |
| LUKE THOMAS SALTMARSH | Alliance Wealth Pty Ltd | Current | 2018-07-13 |
| MICHAEL PAUL FARMER | Alliance Wealth Pty Ltd | Current | 2018-07-06 |
| WESSEL HENDRIK SWART | Alliance Wealth Pty Ltd | Current | 2018-07-02 |
| MICHAEL EDWARD BELCHER | Alliance Wealth Pty Ltd | Current | 2018-07-02 |
| CASSANDRA SORBY-ADAMS | Alliance Wealth Pty Ltd | Current | 2018-06-01 |
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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.