GRANT RONALD INNIS (Adviser# 000270324) 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 | GRANT RONALD INNIS |
| Adviser Number | 000270324 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1993 |
| Financial Service (AFS) Licence |
Licence# 000245627 NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED |
| Licence ABN | 35074700995 |
| Adviser Start Date | 2004-03-01 |
| Appointing Representative Name | NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED |
| Appointing Representative Number | 000245627 |
| Appointing Representative ABN | 35074700995 |
| Further Restrictions | Authorised to provide personal financial product advice to retail clients on MDA Services |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Finance & Economics) | University of Technology Sydney |
| Certified Financial Planner | Financial Planning Association of Australia |
| Diploma of Financial Planning | RMIT University |
| Foundation DFP | Financial Planning Association of Australia |
| SMSF Specialist Advisor (SSA) Accreditation | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000245627 |
NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED
Further restrictions: Authorised to provide personal financial product advice to retail clients on MDA Services |
2004-03-01 - | NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED |
| Licence Name | NORTHHAVEN FINANCIAL MANAGEMENT PTY LIMITED |
| Licence Number | 000245627 |
| Licence ABN | 35074700995 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DEBRA COLETTE ENGLUND | Northhaven Financial Management Pty Limited | Current | 2017-08-17 |
| ANTHONY JOHANNE DILRUKSHAN FERNANDOPULLE | Northhaven Financial Management Pty Limited | Current | 2017-01-01 |
| JONATHON ANDREW HALLS | Northhaven Financial Management Pty Limited | Current | 2012-09-10 |
| ERIN MARIE LYNES | Northhaven Financial Management Pty Limited | Current | 2010-12-06 |
| SCOTT DURBIDGE | Northhaven Financial Management Pty Limited | Current | 2004-03-01 |
| BENJAMIN JAMES ARMSTRONG VINSON | Northhaven Financial Management Pty Limited | Current | 2004-03-01 |
| WILLIAM JOHN BUNDEY | Northhaven Financial Management Pty Limited | Ceased | 2004-03-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DEBRA COLETTE ENGLUND | Northhaven Financial Management Pty Limited | Current | 2017-08-17 |
| ANTHONY JOHANNE DILRUKSHAN FERNANDOPULLE | Northhaven Financial Management Pty Limited | Current | 2017-01-01 |
| JONATHON ANDREW HALLS | Northhaven Financial Management Pty Limited | Current | 2012-09-10 |
| ERIN MARIE LYNES | Northhaven Financial Management Pty Limited | Current | 2010-12-06 |
| SCOTT DURBIDGE | Northhaven Financial Management Pty Limited | Current | 2004-03-01 |
| BENJAMIN JAMES ARMSTRONG VINSON | Northhaven Financial Management Pty Limited | Current | 2004-03-01 |
| WILLIAM JOHN BUNDEY | Northhaven Financial Management Pty Limited | Ceased | 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.