DANIELLE COVENTRY (Adviser# 000302263) 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 June 20, 2018.
| Register Name | Financial Advisers |
| Adviser Name | DANIELLE COVENTRY |
| Adviser Number | 000302263 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000389206 AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD |
| Licence ABN | 26088464939 |
| Adviser Start Date | 2018-06-20 |
| Appointing Representative Name | ENGAGE MARKETING & MANAGEMENT PTY LTD |
| Appointing Representative Number | 000470152 |
| Appointing Representative ABN | 88168530818 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning (Financial Services) | Kaplan |
| Diploma of Financial Planning (Financial Services) | Tribeca |
| Self Managed Super Fund (SMSF) | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000389206 | AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD | 2018-06-20 - | ENGAGE MARKETING & MANAGEMENT PTY LTD |
| 000389206 | AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD | 2014-12-11 - 2018-06-19 | AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD |
| Licence Name | AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD |
| Licence Number | 000389206 |
| Licence ABN | 26088464939 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STEVIN CARVALHO | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-08-16 |
| CLEMENT EVEREST LOBO | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-07-23 |
| ROHITH JOHN D SOUZA | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-07-23 |
| HARIWANSH CHAWLA | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-29 |
| ADAM CHARLES LEWIS | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-19 |
| SAMUEL RODERICK BEST | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-19 |
| MARYBETH ADA BANKS | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-06-19 |
| PAUL MAXWELL LEWIS | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-02-13 |
| JOSEPH THOMAS PANTHRADIL | Australian Mortgage and Financial Advisers Pty Ltd | Current | 2018-02-07 |
| SAMUEL RYAN CAMMAN | Australian Mortgage and Financial Advisers Pty Ltd | Ceased | 2017-10-23 |
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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.