TERRY GREETHAM (Adviser# 000273263) 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 July 20, 2016.
| Register Name | Financial Advisers |
| Adviser Name | TERRY GREETHAM |
| Adviser Number | 000273263 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1980 |
| Financial Service (AFS) Licence |
Licence# 000235656 BAILEY ROBERTS GROUP PTY. LIMITED |
| Licence ABN | 30096205604 |
| Adviser Start Date | 2016-07-20 |
| Appointing Representative Name | GREETHAM & ASSOCIATES PTY LTD |
| Appointing Representative Number | 000288531 |
| Appointing Representative ABN | 17110018810 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Services Institute of Australia (FINSIA) Institute of Public Accountants (IPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accounting Certificate | Granville College of Technical & Further Education |
| Diploma of Financial Services (Financial Planning) | Pinnacle Financial Services Academy |
| Graduate Diploma of Applied Finance and Investment | Kaplan (formerly Securities Institute Australia) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000235656 | BAILEY ROBERTS GROUP PTY. LIMITED | 2016-07-20 - | GREETHAM & ASSOCIATES PTY LTD |
| 000235656 | BAILEY ROBERTS GROUP PTY. LIMITED | 2016-07-18 - 2016-07-19 | BAILEY ROBERTS GROUP PTY. LIMITED |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Standard Margin Lending. |
2010-06-15 - 2016-07-15 | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Licence Name | BAILEY ROBERTS GROUP PTY. LIMITED |
| Licence Number | 000235656 |
| Licence ABN | 30096205604 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| YU ZHANG | Bailey Roberts Group Pty. Limited | Ceased | 2017-02-13 |
| IAN ROY BAILEY | Bailey Roberts Group Pty. Limited | Current | 2016-02-04 |
| MICHAEL ROBERTS | Bailey Roberts Group Pty. Limited | Current | 2016-02-04 |
| ROY TODARELLO | Bailey Roberts Group Pty. Limited | Ceased | 2016-02-04 |
| LEITH ANTHONY THOMAS | Bailey Roberts Group Pty. Limited | Ceased | 2016-02-04 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| YU ZHANG | Bailey Roberts Group Pty. Limited | Ceased | 2017-02-13 |
| IAN ROY BAILEY | Bailey Roberts Group Pty. Limited | Current | 2016-02-04 |
| MICHAEL ROBERTS | Bailey Roberts Group Pty. Limited | Current | 2016-02-04 |
| ROY TODARELLO | Bailey Roberts Group Pty. Limited | Ceased | 2016-02-04 |
| LEITH ANTHONY THOMAS | Bailey Roberts Group Pty. Limited | Ceased | 2016-02-04 |
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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.