JOSEPH JOHN FELIZZI (Adviser# 000262647) 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 January 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JOSEPH JOHN FELIZZI |
| Adviser Number | 000262647 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000469658 AERAN PTY LTD |
| Licence ABN | 85099992757 |
| Adviser Start Date | 2018-01-02 |
| Appointing Representative Name | AERAN PTY LTD |
| Appointing Representative Number | 000469658 |
| Appointing Representative ABN | 85099992757 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Services Institute of Australasia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Arts in Banking and Finance | Canberra University |
| Certified Financial Planner | Financial Planning Association of Australia |
| Diploma of Financial Planning | Financial Planning Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000469658 | AERAN PTY LTD | 2018-01-02 - | AERAN PTY LTD |
| 000236643 |
PERPETUAL TRUSTEE COMPANY LIMITED
Licence controlled by: PERPETUAL LIMITED |
2014-07-01 - 2017-12-15 | PERPETUAL TRUSTEE COMPANY LIMITED |
| 000235145 | THE TRUST COMPANY (AUSTRALIA) LIMITED | 2007-05-27 - 2014-06-30 | |
| 000246423 | HATTERSLEY MAXWELL INVESTMENT SERVICES PTY. LIMITED | 2004-02-23 - 2005-06-01 | JOSEPH JOHN FELIZZI |
| Licence Name | AERAN PTY LTD |
| Licence Number | 000469658 |
| Licence ABN | 85099992757 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JANE CAROLINE CAMPBELL | Aeran Pty Ltd | Current | 2015-02-17 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JANE CAROLINE CAMPBELL | Aeran Pty Ltd | Current | 2015-02-17 |
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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.