PHILIP MARTIN HOLT (Adviser# 000292537) 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 January 30, 2004.
| Register Name | Financial Advisers |
| Adviser Name | PHILIP MARTIN HOLT |
| Adviser Number | 000292537 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1986 |
| Financial Service (AFS) Licence |
Licence# 000246532 LONERGAN EDWARDS & ASSOCIATES LIMITED |
| Licence ABN | 53095445560 |
| Adviser Start Date | 2004-01-30 |
| Appointing Representative Name | LONERGAN EDWARDS & ASSOCIATES LIMITED |
| Appointing Representative Number | 000246532 |
| Appointing Representative ABN | 53095445560 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | Lancaster University (UK) |
| Fellow | Institute of Chartered Accountants in Australia |
| Senior Associate | Financial Services Institute of Australasia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000246532 | LONERGAN EDWARDS & ASSOCIATES LIMITED | 2004-01-30 - | LONERGAN EDWARDS & ASSOCIATES LIMITED |
| Licence Name | LONERGAN EDWARDS & ASSOCIATES LIMITED |
| Licence Number | 000246532 |
| Licence ABN | 53095445560 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CRAIG LLOYD EDWARDS | Lonergan Edwards & Associates Limited | Current | 2015-01-01 |
| NATHAN BENJAMIN TOSCAN | Lonergan Edwards & Associates Limited | Current | 2011-03-15 |
| ANTHONY MAXWELL COLEMAN | Lonergan Edwards & Associates Limited | Current | 2008-10-07 |
| GRANT RAYMOND KEPLER | Lonergan Edwards & Associates Limited | Current | 2008-07-01 |
| HUNG TUAN CHU | Lonergan Edwards & Associates Limited | Current | 2008-06-05 |
| WAYNE RICHARD LONERGAN | Lonergan Edwards & Associates Limited | Current | 2004-04-30 |
| MARTIN JOHN HALL | Lonergan Edwards & Associates Limited | Current | 2004-04-27 |
| JULIE ANNE PLANINIC | Lonergan Edwards & Associates Limited | Current | 2004-01-30 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CRAIG LLOYD EDWARDS | Lonergan Edwards & Associates Limited | Current | 2015-01-01 |
| NATHAN BENJAMIN TOSCAN | Lonergan Edwards & Associates Limited | Current | 2011-03-15 |
| ANTHONY MAXWELL COLEMAN | Lonergan Edwards & Associates Limited | Current | 2008-10-07 |
| GRANT RAYMOND KEPLER | Lonergan Edwards & Associates Limited | Current | 2008-07-01 |
| HUNG TUAN CHU | Lonergan Edwards & Associates Limited | Current | 2008-06-05 |
| WAYNE RICHARD LONERGAN | Lonergan Edwards & Associates Limited | Current | 2004-04-30 |
| MARTIN JOHN HALL | Lonergan Edwards & Associates Limited | Current | 2004-04-27 |
| JULIE ANNE PLANINIC | Lonergan Edwards & Associates Limited | Current | 2004-01-30 |
Please comment or provide details below to improve the information on .
| 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.