JANICE GAIL ILONI FURSTENBERG (Adviser# 000280462) 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 3, 2018.
Register Name | Financial Advisers |
Adviser Name | JANICE GAIL ILONI FURSTENBERG |
Adviser Number | 000280462 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2001 |
Financial Service (AFS) Licence |
Licence# 000437518 AVALONFS PTY LTD |
Licence ABN | 43162297298 |
Licence Controlled By | Amodio Financial Services Pty Ltd ATF AFS Trust [Date Ceased: 07/04/2016] |
Adviser Start Date | 2018-07-03 |
Appointing Representative Name | AVALONFS PTY LTD |
Appointing Representative Number | 000437518 |
Appointing Representative ABN | 43162297298 |
Memberships |
Financial Planning Association of Australia (FPA) Society of Trust and Estate Practitioners |
Further Restrictions | No Margin Lending |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Economic Science | University of Witwatersrand |
Certified Financial Planner | FPA |
Diploma of Financial Services (Financial Planning) FNB50802 | Integratec Training Pty Ltd |
MBA | University of Capetown |
Self Managed Superannuation Funds (SMSF) Program | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000437518 |
AVALONFS PTY LTD
Licence controlled by: Amodio Financial Services Pty Ltd ATF AFS Trust [Date Ceased: 07/04/2016] Further restrictions: No Margin Lending |
2018-07-03 - | AVALONFS PTY LTD |
000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2015-02-05 - 2018-07-02 | DOVER FINANCIAL ADVISERS PTY LTD |
000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2013-05-31 - 2015-02-05 | |
000235221 | LOWE LIPPMANN TRAKMAN FINANCIAL SERVICES PTY LTD | 2011-02-01 - 2013-05-23 | |
000253099 | AFFINITY PLANNING PTY. LTD. | 2005-06-01 - 2011-02-01 |
Licence Name | AVALONFS PTY LTD |
Licence Number | 000437518 |
Licence ABN | 43162297298 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
STACY LOUISE BARNES | Avalonfs Pty Ltd | Current | 2018-08-02 |
GAYLE MARGARET MCKEW | Avalonfs Pty Ltd | Current | 2018-07-25 |
RICK YU-HSUEH PENG | Avalonfs Pty Ltd | Current | 2018-07-10 |
MICHAEL NGEE TIONG TAN | Avalonfs Pty Ltd | Current | 2018-07-02 |
TIMOTHY CHING | Avalonfs Pty Ltd | Current | 2018-06-29 |
STEFANO DURO | Avalonfs Pty Ltd | Current | 2018-06-29 |
BRAD FRANKHAM | Avalonfs Pty Ltd | Current | 2018-06-19 |
SHAUN LIDDICOAT | Avalonfs Pty Ltd | Current | 2018-06-18 |
ALAN GEOFFREY MARSH | Avalonfs Pty Ltd | Current | 2018-06-18 |
TRISTAN SCIFO | Avalonfs Pty Ltd | Current | 2018-06-18 |
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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.