SIMON PHILIP ENGER (Adviser# 000274975) 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 May 20, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SIMON PHILIP ENGER |
| Adviser Number | 000274975 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000480991 PJSBA PTY LTD |
| Adviser Start Date | 2016-05-20 |
| Appointing Representative Name | PJSBA PTY LTD |
| Appointing Representative Number | 000480991 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Listed Products Course | ASX |
| DFP | Kaplan |
| Estate Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000480991 | PJSBA PTY LTD | 2016-05-20 - | PJSBA PTY LTD |
| 000225962 |
HUNTER GREEN PTY LTD
Licence controlled by: The G & A Hunter Family Trust |
2015-12-11 - 2016-05-20 | HUNTER GREEN PTY LTD |
| 000225982 |
AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE Further restrictions: Not Authorised to provide personal financial product advice to retail clients on Self-Managed Superannuation Funds. |
2008-01-04 - 2015-12-11 | AUSTRALIAN PLANNING SERVICES PTY LTD |
| Licence Name | PJSBA PTY LTD |
| Licence Number | 000480991 |
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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.