URSULA BOORMAN (Adviser# 000279542) 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 August 23, 2004.
| Register Name | Financial Advisers |
| Adviser Name | URSULA BOORMAN |
| Adviser Number | 000279542 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000236855 DIRECT ADVISERS PTY LTD. |
| Licence ABN | 82056697342 |
| Adviser Start Date | 2004-08-23 |
| Appointing Representative Name | DIRECT ADVISERS PTY LTD. |
| Appointing Representative Number | 000236855 |
| Appointing Representative ABN | 82056697342 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | University of New England |
| Certified Financial Planning | Financial Planning Association of Australia Limited |
| Diploma of Financial Planning | Financial Planning Association of Australia Limited |
| SMSF Specialist Advisor | SPAA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000236855 | DIRECT ADVISERS PTY LTD. | 2004-08-23 - | DIRECT ADVISERS PTY LTD. |
| Licence Name | DIRECT ADVISERS PTY LTD. |
| Licence Number | 000236855 |
| Licence ABN | 82056697342 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JEFFREY JAMES LIPMAN | Direct Advisers Pty Ltd. | Ceased | 2013-01-01 |
| PETER JOHN RODGERS | Direct Advisers Pty Ltd. | Ceased | 2004-01-10 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JEFFREY JAMES LIPMAN | Direct Advisers Pty Ltd. | Ceased | 2013-01-01 |
| PETER JOHN RODGERS | Direct Advisers Pty Ltd. | Ceased | 2004-01-10 |
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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.