ALEXANDER LAGERWEY (Adviser# 000250005) 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 August 10, 2015.
| Register Name | Financial Advisers |
| Adviser Name | ALEXANDER LAGERWEY |
| Adviser Number | 000250005 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1986 |
| Financial Service (AFS) Licence |
Licence# 000452645 CUMULUS FINANCIAL GROUP PTY LTD |
| Licence ABN | 96167740230 |
| Adviser Start Date | 2015-08-10 |
| Appointing Representative Name | ARRAY FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000455374 |
| Appointing Representative ABN | 61167635663 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Listed Products Accreditation | LPAC |
| Diploma of Financial Planning | FPA |
| Self Manager Super Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000452645 | CUMULUS FINANCIAL GROUP PTY LTD | 2015-08-10 - | ARRAY FINANCIAL SERVICES PTY LTD |
| 000452645 | CUMULUS FINANCIAL GROUP PTY LTD | 2014-04-16 - 2015-08-10 | CUMULUS FINANCIAL GROUP PTY LTD |
| 000225982 |
AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE |
2011-12-15 - 2014-04-16 | ALEXANDER LAGERWEY |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2010-11-25 - 2011-12-15 | ALEXANDER LAGERWEY |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2004-01-01 - 2010-11-22 | ALEXANDER LAGERWEY |
| Licence Name | CUMULUS FINANCIAL GROUP PTY LTD |
| Licence Number | 000452645 |
| Licence ABN | 96167740230 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES LEONARD PRICE | Cumulus Financial Group Pty Ltd | Ceased | 2018-01-10 |
| STEVEN ROBERT MAYNES | Cumulus Financial Group Pty Ltd | Current | 2015-08-10 |
| ADAM RAYMON RENOUF | Cumulus Financial Group Pty Ltd | Current | 2015-08-10 |
| MELISSA ANNE LAGERWEY | Cumulus Financial Group Pty Ltd | Current | 2015-08-10 |
| DAMIAN DUNELL | Cumulus Financial Group Pty Ltd | Ceased | 2015-08-10 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES LEONARD PRICE | Cumulus Financial Group Pty Ltd | Ceased | 2018-01-10 |
| STEVEN ROBERT MAYNES | Cumulus Financial Group Pty Ltd | Current | 2015-08-10 |
| ADAM RAYMON RENOUF | Cumulus Financial Group Pty Ltd | Current | 2015-08-10 |
| MELISSA ANNE LAGERWEY | Cumulus Financial Group Pty Ltd | Current | 2015-08-10 |
| DAMIAN DUNELL | Cumulus Financial Group Pty Ltd | Ceased | 2015-08-10 |
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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.