ANDREW DEAN WALLIS

Licensee: HEALTH PROFESSIONALS PLUS PTY LTD

ANDREW DEAN WALLIS (Adviser# 000259122) 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 September 30, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANDREW DEAN WALLIS
Adviser Number 000259122
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1987
Financial Service (AFS) Licence Licence# 000341220
HEALTH PROFESSIONALS PLUS PTY LTD
Licence ABN 57107368383
Licence Controlled By Moonah Pty Ltd atf Poplar Investment Trust
Poplar Investment
Adviser Start Date 2017-09-30
Appointing Representative Name HEALTH PROFESSIONALS PLUS PTY LTD
Appointing Representative Number 000341220
Appointing Representative ABN 57107368383
Memberships Stockbrokers Association of Australia

Authorisations to provide financial product advice

  • ANDREW DEAN WALLIS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Engineering (Chem) University of Melbourne
Diploma of Financial Markets and Applied Finance FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000341220 HEALTH PROFESSIONALS PLUS PTY LTD
Licence controlled by: Moonah Pty Ltd atf Poplar Investment Trust ~ Poplar Investment
2017-09-30 - HEALTH PROFESSIONALS PLUS PTY LTD
000235410 MORGANS FINANCIAL LIMITED 2004-03-10 - 2017-09-13 MORGANS FINANCIAL LIMITED

Licensee Information

Licence Name HEALTH PROFESSIONALS PLUS PTY LTD
Licence Number 000341220
Licence ABN 57107368383

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID (DAN) JOHN PAYNE Health Professionals Plus Pty Ltd Current 2017-09-30
BENJAMIN DAVID PAYNE Health Professionals Plus Pty Ltd Current 2017-09-24

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID (DAN) JOHN PAYNE Health Professionals Plus Pty Ltd Current 2017-09-30
BENJAMIN DAVID PAYNE Health Professionals Plus Pty Ltd Current 2017-09-24

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Dataset Information

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.