ANDREW VANCE CLEGG

Licensee: HALES DOUGLASS FINANCIAL SERVICES PTY LTD

ANDREW VANCE CLEGG (Adviser# 000284461) 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 September 1, 2005.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANDREW VANCE CLEGG
Adviser Number 000284461
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000290618
HALES DOUGLASS FINANCIAL SERVICES PTY LTD
Licence ABN 49097735487
Adviser Start Date 2005-09-01
Appointing Representative Name HALES DOUGLASS FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000290618
Appointing Representative ABN 49097735487
Memberships Association of Independently Owned Financial Professionals (AIOFP)

Authorisations to provide financial product advice

  • ANDREW VANCE CLEGG
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
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  • Superannuation
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  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial Investment Products

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Wollongong
Behavioural Investing Course Behavioural Finance Australia
Graduate Diploma of Financial Planning FINSIA
Margin Lending & Geared Investments Kaplan Professional
Specialist SMSF Course International Centre for Financial Services University of Adelaide

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000290618 HALES DOUGLASS FINANCIAL SERVICES PTY LTD 2005-09-01 - HALES DOUGLASS FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name HALES DOUGLASS FINANCIAL SERVICES PTY LTD
Licence Number 000290618
Licence ABN 49097735487

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JEANETTE O'CONNOR Hales Douglass Financial Services Pty Ltd Current 2014-04-14
ADAM JOHN PASSWELL Hales Douglass Financial Services Pty Ltd Current 2005-09-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JEANETTE O'CONNOR Hales Douglass Financial Services Pty Ltd Current 2014-04-14
ADAM JOHN PASSWELL Hales Douglass Financial Services Pty Ltd Current 2005-09-01

Competitor

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Dataset Information

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.