CHARLES BANKS (Adviser# 000290354) 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 15, 2017.
Register Name | Financial Advisers |
Adviser Name | CHARLES BANKS |
Adviser Number | 000290354 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2006 |
Financial Service (AFS) Licence |
Licence# 000288193 AXIS INVESTMENT CENTRE PTY LTD |
Adviser Start Date | 2017-08-15 |
Appointing Representative Name | AXIS INVESTMENT CENTRE PTY LTD |
Appointing Representative Number | 000288193 |
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Qualification / Degree | Institute / School |
---|---|
ASX Listed Products Accreditation Course | LPAC Online |
Bachelor of Business (Financial Planning) | Royal Melbourne Institute of Technology |
Diploma Business Banking and Finance | Swinburne University |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000288193 | AXIS INVESTMENT CENTRE PTY LTD | 2017-08-15 - | AXIS INVESTMENT CENTRE PTY LTD |
000229885 |
SUNCORP FINANCIAL SERVICES PTY LTD
Licence controlled by: SUNCORP GROUP LIMITED Further restrictions: Superannuation excludes SMSF Advice |
2014-10-27 - 2017-07-14 | SUNCORP FINANCIAL SERVICES PTY LTD |
000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2010-10-19 - 2014-08-08 | |
000232705 |
HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2003-03-23 - 2008-12-09 |
Licence Name | AXIS INVESTMENT CENTRE PTY LTD |
Licence Number | 000288193 |
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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.