PAUL DAVID CHALMERS (Adviser# 000265091) 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 2, 2014.
| Register Name | Financial Advisers |
| Adviser Name | PAUL DAVID CHALMERS |
| Adviser Number | 000265091 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000458328 REGIONAL WEALTH SERVICES PTY LTD |
| Licence ABN | 33168163657 |
| Adviser Start Date | 2014-09-02 |
| Appointing Representative Name | CHALMERS FINANCIAL PTY LTD |
| Appointing Representative Number | 000340971 |
| Appointing Representative ABN | 69139051139 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor Business Financial Planning | RMIT |
| Certified Financial Planner | Financial Planning Association |
| Listed Product Accreditation | LPAC |
| Self-Managed Super Fund Specialist Advisor | SMSF Professionals Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000458328 | REGIONAL WEALTH SERVICES PTY LTD | 2014-09-02 - | CHALMERS FINANCIAL PTY LTD |
| 000224645 |
ELDERS FINANCIAL PLANNING PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED ~ ELDERS RURAL SERVICES AUSTRALIA LIMITED |
2013-05-20 - 2014-06-30 | PAUL DAVID CHALMERS |
| 000297239 | A.C.N. 116 900 362 LIMITED | 2009-09-21 - 2013-04-30 | PAUL DAVID CHALMERS |
| 000238244 |
CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD |
2005-11-01 - 2009-08-21 | PAUL DAVID CHALMERS |
| Licence Name | REGIONAL WEALTH SERVICES PTY LTD |
| Licence Number | 000458328 |
| Licence ABN | 33168163657 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL ANDREW ROGERS | Regional Wealth Services Pty Ltd | Ceased | 2017-03-08 |
| CLINT EDGAR | Regional Wealth Services Pty Ltd | Current | 2014-12-15 |
| NATHAN RITCHIE | Regional Wealth Services Pty Ltd | Current | 2014-09-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL ANDREW ROGERS | Regional Wealth Services Pty Ltd | Ceased | 2017-03-08 |
| CLINT EDGAR | Regional Wealth Services Pty Ltd | Current | 2014-12-15 |
| NATHAN RITCHIE | Regional Wealth Services Pty Ltd | Current | 2014-09-02 |
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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.