ALAN GRAHAME BAKER (Adviser# 000263718) 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 March 1, 2004.
| Register Name | Financial Advisers |
| Adviser Name | ALAN GRAHAME BAKER |
| Adviser Number | 000263718 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1985 |
| Financial Service (AFS) Licence |
Licence# 000247062 RETIREWELL FINANCIAL PLANNING PTY. LTD. |
| Licence ABN | 29070985509 |
| Adviser Start Date | 2004-03-01 |
| Appointing Representative Name | RETIREWELL FINANCIAL PLANNING PTY. LTD. |
| Appointing Representative Number | 000247062 |
| Appointing Representative ABN | 29070985509 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| 928s Margin Lending | Kaplan |
| Certified Financial Planner | FPA |
| Diploma of Financial Planning | FPA |
| Master of Commerce (Financial Planning) | University of Western Sydney |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000247062 | RETIREWELL FINANCIAL PLANNING PTY. LTD. | 2004-03-01 - | RETIREWELL FINANCIAL PLANNING PTY. LTD. |
| Licence Name | RETIREWELL FINANCIAL PLANNING PTY. LTD. |
| Licence Number | 000247062 |
| Licence ABN | 29070985509 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SEAN PETER LITCHFIELD | Retirewell Financial Planning Pty. Ltd. | Current | 2017-09-26 |
| BENJAMIN CHARLES KEEP | Retirewell Financial Planning Pty. Ltd. | Current | 2015-10-06 |
| ANTHONY DOUGLAS GILLETT | Retirewell Financial Planning Pty. Ltd. | Current | 2004-03-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SEAN PETER LITCHFIELD | Retirewell Financial Planning Pty. Ltd. | Current | 2017-09-26 |
| BENJAMIN CHARLES KEEP | Retirewell Financial Planning Pty. Ltd. | Current | 2015-10-06 |
| ANTHONY DOUGLAS GILLETT | Retirewell Financial Planning Pty. Ltd. | Current | 2004-03-01 |
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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.