DAVID LEON KHENKIN (Adviser# 000274373) 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 November 28, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DAVID LEON KHENKIN |
| Adviser Number | 000274373 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000278361 LIFESTYLE INVESTMENT PLANNING PTY LTD |
| Licence ABN | 94069277943 |
| Adviser Start Date | 2017-11-28 |
| Appointing Representative Name | LIFESTYLE INVESTMENT PLANNING PTY LTD |
| Appointing Representative Number | 000278361 |
| Appointing Representative ABN | 94069277943 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Foundation DFP | Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000278361 | LIFESTYLE INVESTMENT PLANNING PTY LTD | 2017-11-28 - | LIFESTYLE INVESTMENT PLANNING PTY LTD |
| 000405576 | ADVOCATE ADVISORY PTY. LTD. | 2013-04-19 - 2017-10-12 | ADVOCATE ADVISORY PTY. LTD. |
| 000297239 | A.C.N. 116 900 362 LIMITED | 2012-08-31 - 2013-04-17 | DAVID LEON KHENKIN |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2012-03-26 - 2012-08-31 | DAVID LEON KHENKIN |
| 000238030 | WEALTHSURE PTY LTD | 2011-02-11 - 2012-03-26 | DAVID LEON KHENKIN |
| Licence Name | LIFESTYLE INVESTMENT PLANNING PTY LTD |
| Licence Number | 000278361 |
| Licence ABN | 94069277943 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL FINGERETH | Lifestyle Investment Planning Pty Ltd | Current | 2012-06-29 |
| ETEL NAGYIDAI | Lifestyle Investment Planning Pty Ltd | Current | 2012-06-09 |
| GARY CSABA NAGYIDAI | Lifestyle Investment Planning Pty Ltd | Current | 2004-10-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL FINGERETH | Lifestyle Investment Planning Pty Ltd | Current | 2012-06-29 |
| ETEL NAGYIDAI | Lifestyle Investment Planning Pty Ltd | Current | 2012-06-09 |
| GARY CSABA NAGYIDAI | Lifestyle Investment Planning Pty Ltd | Current | 2004-10-01 |
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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.