HEIDI KATE DAVIES (Adviser# 000296980) 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 May 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | HEIDI KATE DAVIES |
| Adviser Number | 000296980 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000456207 ESCALA WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 30162573828 |
| Adviser Start Date | 2017-05-01 |
| Appointing Representative Name | ESCALA WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000456207 |
| Appointing Representative ABN | 30162573828 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Science in Architecture | University of New South Wales |
| Financial Planning Diploma | Tribeca |
| Masters of Commerce (Marketing & Finance) | University of New South Wales |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000456207 | ESCALA WEALTH MANAGEMENT PTY LTD | 2017-05-01 - | ESCALA WEALTH MANAGEMENT PTY LTD |
| 000327494 |
FAMILY OFFICE RESEARCH & MANAGEMENT PTY. LTD.
Licence controlled by: ESCALA PARTNERS LIMITED |
2008-09-01 - 2017-04-30 | FAMILY OFFICE RESEARCH & MANAGEMENT PTY. LTD. |
| Licence Name | ESCALA WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000456207 |
| Licence ABN | 30162573828 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CONSTANCE GAIDATZIS | Escala Wealth Management Pty Ltd | Current | 2018-07-01 |
| MATTHEW IRWIN ZANDER | Escala Wealth Management Pty Ltd | Current | 2017-07-01 |
| LEO BRADY | Escala Wealth Management Pty Ltd | Current | 2017-06-05 |
| THOMAS TIMOTHY MURPHY | Escala Wealth Management Pty Ltd | Current | 2017-05-01 |
| EDWARD ROBERT CHARLES BROOKE | Escala Wealth Management Pty Ltd | Current | 2017-05-01 |
| ALISON BLAIR THOMAS | Escala Wealth Management Pty Ltd | Current | 2017-05-01 |
| THOMAS PAUL MEAGHER | Escala Wealth Management Pty Ltd | Current | 2017-02-01 |
| GEORGE NASSIOS | Escala Wealth Management Pty Ltd | Current | 2017-02-01 |
| MARK COOPER | Escala Wealth Management Pty Ltd | Current | 2017-02-01 |
| GEORGE NIKAS | Escala Wealth Management Pty Ltd | Ceased | 2017-02-01 |
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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.