EVELYN PHYLLIS ALI

Licensee: MONEYPLAN AUSTRALIA (M.P.) PTY. LTD.

EVELYN PHYLLIS ALI (Adviser# 000300197) 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 April 11, 2006.

Adviser Overview

Register Name Financial Advisers
Adviser Name EVELYN PHYLLIS ALI
Adviser Number 000300197
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000229455
MONEYPLAN AUSTRALIA (M.P.) PTY. LTD.
Licence ABN 34006385137
Adviser Start Date 2006-04-11
Appointing Representative Name MONEYPLAN AUSTRALIA (M.P.) PTY. LTD.
Appointing Representative Number 000229455
Appointing Representative ABN 34006385137
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • EVELYN PHYLLIS ALI
  • ·
  • 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
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Bachelor Business Accounting Victoria University
Certified Financial Planner FPA
Diploma Financial Planning FPA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229455 MONEYPLAN AUSTRALIA (M.P.) PTY. LTD. 2006-04-11 - MONEYPLAN AUSTRALIA (M.P.) PTY. LTD.

Licensee Information

Licence Name MONEYPLAN AUSTRALIA (M.P.) PTY. LTD.
Licence Number 000229455
Licence ABN 34006385137

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JOHN CHARLES MAHER Moneyplan Australia (m.p.) Pty. Ltd. Current 2018-04-03
JAYDEN RYAN LENON Moneyplan Australia (m.p.) Pty. Ltd. Current 2015-03-31
GARRY LAWRENCE RANSOME Moneyplan Australia (m.p.) Pty. Ltd. Current 2014-02-04
RICCARDO ANTHONY DAQUINO Moneyplan Australia (m.p.) Pty. Ltd. Current 2010-11-01
DAVID JAMES RUSSELL Moneyplan Australia (m.p.) Pty. Ltd. Current 2004-09-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JOHN CHARLES MAHER Moneyplan Australia (m.p.) Pty. Ltd. Current 2018-04-03
JAYDEN RYAN LENON Moneyplan Australia (m.p.) Pty. Ltd. Current 2015-03-31
GARRY LAWRENCE RANSOME Moneyplan Australia (m.p.) Pty. Ltd. Current 2014-02-04
RICCARDO ANTHONY DAQUINO Moneyplan Australia (m.p.) Pty. Ltd. Current 2010-11-01
DAVID JAMES RUSSELL Moneyplan Australia (m.p.) Pty. Ltd. Current 2004-09-01

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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.