PATRICK ANTHONY SULLIVAN (Adviser# 000293647) 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 1, 2016.
Register Name | Financial Advisers |
Adviser Name | PATRICK ANTHONY SULLIVAN |
Adviser Number | 000293647 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1983 |
Financial Service (AFS) Licence |
Licence# 000479993 BELLWETHER FINANCIAL GROUP PTY LTD |
Adviser Start Date | 2016-07-01 |
Appointing Representative Name | BELLWETHER FINANCIAL GROUP PTY LTD |
Appointing Representative Number | 000479993 |
Memberships | Association of Financial Advisers (AFA) |
|
Qualification / Degree | Institute / School |
---|---|
Margin Lending Accreditations Program | Financial Essentials |
PS146 Compliance Program | Securities Institute |
Policy Statement 146 Knowledge Assessment | Tribeca |
Risk Management & Insurance Planning | Financial Planning Association |
Superannuation & Retirement Planning | Integratec |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000479993 | BELLWETHER FINANCIAL GROUP PTY LTD | 2016-07-01 - | BELLWETHER FINANCIAL GROUP PTY LTD |
000236523 |
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD Further restrictions: Excludes SMSF |
2005-11-28 - 2016-06-13 | INFOCUS SECURITIES AUSTRALIA PTY LTD |
Licence Name | BELLWETHER FINANCIAL GROUP PTY LTD |
Licence Number | 000479993 |
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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.