LANCE EVERARD SWANSBRA (Adviser# 000301425) 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 December 31, 2013.
| Register Name | Financial Advisers |
| Adviser Name | LANCE EVERARD SWANSBRA |
| Adviser Number | 000301425 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000240946 FORSYTHES FINANCIAL SERVICES PTY LTD |
| Licence ABN | 17081861261 |
| Licence Controlled By | AMP LIMITED |
| Adviser Start Date | 2013-12-31 |
| Appointing Representative Name | FORSYTHES FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000240946 |
| Appointing Representative ABN | 17081861261 |
| Memberships |
CFP - Certified Financial Planner (FPA) CFP - Certified Financial Planner (FPA) |
| Further Restrictions | One off licensee approval is required for products which are either not on the approved product list or Derivatives. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Bachelor of Commerce (Finance) | University of Newcastle |
| Bachelor of Commerce (Finance) | University of Newcastle |
| Diploma of Financial Services (Financial Planning) | Tribeca |
| Diploma of Financial Services (Financial Planning) | Tribeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240946 |
FORSYTHES FINANCIAL SERVICES PTY LTD
Licence controlled by: AMP LIMITED Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives. |
2013-12-31 - | FORSYTHES FINANCIAL SERVICES PTY LTD |
| 000240946 |
FORSYTHES FINANCIAL SERVICES PTY LTD
Licence controlled by: AMP LIMITED |
2006-05-22 - 2013-12-31 | |
| 000234656 |
IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives. |
2004-01-01 - | IPAC SECURITIES LIMITED |
| Licence Name | FORSYTHES FINANCIAL SERVICES PTY LTD |
| Licence Number | 000240946 |
| Licence ABN | 17081861261 |
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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.