TIMOTHY ALBERT WAKELING (Adviser# 000253027) 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 February 6, 2007.
| Register Name | Financial Advisers |
| Adviser Name | TIMOTHY ALBERT WAKELING |
| Adviser Number | 000253027 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000308725 STRATEGY FIRST FINANCIAL PLANNERS PTY LTD |
| Licence ABN | 32121903651 |
| Licence Controlled By |
GREGORY WILLEY TIMOTHY WAKELING |
| Adviser Start Date | 2007-02-06 |
| Appointing Representative Name | STRATEGY FIRST FINANCIAL PLANNERS PTY LTD |
| Appointing Representative Number | 000308725 |
| Appointing Representative ABN | 32121903651 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Services Institute of Australia SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association |
| Diploma of Financial Planning | Securities Institute of Australia |
| RG 146 in Margin Lending and Geared Investments | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000308725 |
STRATEGY FIRST FINANCIAL PLANNERS PTY LTD
Licence controlled by: GREGORY WILLEY ~ TIMOTHY WAKELING |
2007-02-06 - | STRATEGY FIRST FINANCIAL PLANNERS PTY LTD |
| Licence Name | STRATEGY FIRST FINANCIAL PLANNERS PTY LTD |
| Licence Number | 000308725 |
| Licence ABN | 32121903651 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KATHERINE ANNE KEALY | Strategy First Financial Planners Pty Ltd | Current | 2010-11-22 |
| GREGORY NOEL WILLEY | Strategy First Financial Planners Pty Ltd | Current | 2007-02-06 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KATHERINE ANNE KEALY | Strategy First Financial Planners Pty Ltd | Current | 2010-11-22 |
| GREGORY NOEL WILLEY | Strategy First Financial Planners Pty Ltd | Current | 2007-02-06 |
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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.