DAVID MARTIN RAITS (Adviser# 000246602) 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 December 8, 2013.
| Register Name | Financial Advisers |
| Adviser Name | DAVID MARTIN RAITS |
| Adviser Number | 000246602 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 1994 |
| Financial Service (AFS) Licence |
Licence# 000240959 ACTUATE ALLIANCE SERVICES PTY LTD |
| Licence ABN | 40083233925 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2013-12-08 |
| Adviser End Date | 2011-10-10 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Listed Products Accreditation Course | Savings Factory |
| Bachelor of Business | Accounting - Phillip Institute of Technology (RMIT) |
| Certified Financial Planner (CFP) | Financial Planning Association of Australia (FPA) |
| Certified Practising Accountant (CPA) | CPA Australia |
| Margin Lending & Geared Investments | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240959 |
ACTUATE ALLIANCE SERVICES PTY LTD
Licence controlled by: IOOF HOLDINGS LTD |
2013-12-08 - 2011-10-10 | |
| 000318613 |
SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2011-10-10 - | SHADFORTH FINANCIAL GROUP LIMITED |
| 000240960 | VICTORIA TEACHERS LIMITED | 2003-12-08 - 2011-10-10 |
| Licence Name | ACTUATE ALLIANCE SERVICES PTY LTD |
| Licence Number | 000240959 |
| Licence ABN | 40083233925 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KATIE GIBBS | Actuate Alliance Services Pty Ltd | Current | 2017-10-09 |
| DAVID ADAMS | Actuate Alliance Services Pty Ltd | Current | 2017-10-06 |
| JOSHUA JOHN HAMPTON | Actuate Alliance Services Pty Ltd | Current | 2015-10-07 |
| ROSS CAMERON TULLY | Actuate Alliance Services Pty Ltd | Current | 2013-05-29 |
| GLEN STUART PALMER | Actuate Alliance Services Pty Ltd | Current | 2011-09-12 |
| JENNIFER ALICE ESKOLA | Actuate Alliance Services Pty Ltd | Current | 2011-06-14 |
| GALEN TRIENEN | Actuate Alliance Services Pty Ltd | Current | 2011-05-20 |
| SLOAN MICHAEL WILKINS | Actuate Alliance Services Pty Ltd | Current | 2009-03-01 |
| MEREDITH TREW | Actuate Alliance Services Pty Ltd | Current | 2006-10-03 |
| GLENDA MARIE SWEENEY | Actuate Alliance Services Pty Ltd | Current | 2005-10-01 |
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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.