ALAN DAVID BLACKWELL (Adviser# 000260210) 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 June 2, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ALAN DAVID BLACKWELL |
| Adviser Number | 000260210 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1986 |
| Financial Service (AFS) Licence |
Licence# 000279615 LIFEWEALTH PTY LTD |
| Licence ABN | 79100448182 |
| Licence Controlled By |
JAMES LEIGH VANDALOO PAUL THOMAS MCKERNAN |
| Adviser Start Date | 2017-06-02 |
| Appointing Representative Name | LIFEWEALTH PTY LTD |
| Appointing Representative Number | 000279615 |
| Appointing Representative ABN | 79100448182 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | Monash University |
| Certified Financial Planner | Financial Planning Association |
| Chartered Accountant | Institute of Chartered Accountants |
| Financial Planning Specialist | Institute of Chartered Accountants |
| Margin Lending & Geared Investments | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000279615 |
LIFEWEALTH PTY LTD
Licence controlled by: JAMES LEIGH VANDALOO ~ PAUL THOMAS MCKERNAN |
2017-06-02 - | LIFEWEALTH PTY LTD |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2004-03-01 - 2017-06-01 | CHARTER TOWERS FINANCIAL SERVICES PTY LTD |
| Licence Name | LIFEWEALTH PTY LTD |
| Licence Number | 000279615 |
| Licence ABN | 79100448182 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARK PETER HENRY | Lifewealth Pty Ltd | Current | 2018-01-09 |
| PHOEBE CRAVEN | Lifewealth Pty Ltd | Current | 2017-10-13 |
| MICHAEL LIROSI | Lifewealth Pty Ltd | Current | 2017-06-02 |
| SIMON MATTHEW SCHEMBRI | Lifewealth Pty Ltd | Current | 2015-10-21 |
| TERRY BARBER | Lifewealth Pty Ltd | Current | 2015-08-13 |
| JASON EDWARD HARWOOD | Lifewealth Pty Ltd | Current | 2014-08-26 |
| JAMES LEIGH VANDELOO | Lifewealth Pty Ltd | Current | 2007-04-02 |
| PAUL THOMAS MCKERNAN | Lifewealth Pty Ltd | Current | 2004-11-29 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARK PETER HENRY | Lifewealth Pty Ltd | Current | 2018-01-09 |
| PHOEBE CRAVEN | Lifewealth Pty Ltd | Current | 2017-10-13 |
| MICHAEL LIROSI | Lifewealth Pty Ltd | Current | 2017-06-02 |
| SIMON MATTHEW SCHEMBRI | Lifewealth Pty Ltd | Current | 2015-10-21 |
| TERRY BARBER | Lifewealth Pty Ltd | Current | 2015-08-13 |
| JASON EDWARD HARWOOD | Lifewealth Pty Ltd | Current | 2014-08-26 |
| JAMES LEIGH VANDELOO | Lifewealth Pty Ltd | Current | 2007-04-02 |
| PAUL THOMAS MCKERNAN | Lifewealth Pty Ltd | Current | 2004-11-29 |
Please comment or provide details below to improve the information on .
| 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.