PHILIP GERARD LAYTON (Adviser# 000279561) 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 April 20, 2017.
| Register Name | Financial Advisers |
| Adviser Name | PHILIP GERARD LAYTON |
| Adviser Number | 000279561 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000493459 INDEPENDENT WEALTH MANAGEMENT PTY LTD |
| Adviser Start Date | 2017-04-20 |
| Appointing Representative Name | INDEPENDENT WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000493459 |
| Memberships | Self Managed Super Fund Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | International Institute of Technology |
| Bachelor of Business (Economics) | Queensland University of Technology |
| Diploma of Financial Services | Kaplan |
| SMSF Specialist Advisor (SSA) Accreditation | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000493459 | INDEPENDENT WEALTH MANAGEMENT PTY LTD | 2017-04-20 - | INDEPENDENT WEALTH MANAGEMENT PTY LTD |
| 000325252 |
EP FINANCIAL SERVICES PTY LTD
Licence controlled by: ELSTON GROUP PTY LTD |
2013-10-09 - 2017-01-19 | EP FINANCIAL SERVICES PTY LTD |
| 000234656 |
IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2002-04-01 - 2013-07-22 |
| Licence Name | INDEPENDENT WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000493459 |
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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.