CHRISTIAN SEBASTIAN DE LLOYD (Adviser# 000304781) 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 November 19, 2014.
| Register Name | Financial Advisers |
| Adviser Name | CHRISTIAN SEBASTIAN DE LLOYD |
| Adviser Number | 000304781 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000457799 DE LLOYD PW PTY LTD |
| Licence ABN | 87168631696 |
| Adviser Start Date | 2014-11-19 |
| Appointing Representative Name | DE LLOYD PW PTY LTD |
| Appointing Representative Number | 000457799 |
| Appointing Representative ABN | 87168631696 |
| Memberships | SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advance Diploma of Accounting | TAFE NSW |
| Bachelor of Business (Banking & Finance) | Queensland University of Technology |
| Certificate IV in Accounting | TAFE NSW |
| Diploma of Financial Services | TRIBECA |
| Professional Certificate in Self-Managed Superannuation Funds | The University of Adelaide |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000457799 | DE LLOYD PW PTY LTD | 2014-11-19 - | DE LLOYD PW PTY LTD |
| 000238168 | NOVUS CAPITAL LIMITED | 2013-02-11 - 2014-11-18 | CHRISTIAN SEBASTIAN DE LLOYD |
| 000235410 | MORGANS FINANCIAL LIMITED | 2009-08-04 - 2013-02-01 | CHRISTIAN SEBASTIAN DE LLOYD |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2008-08-07 - 2009-07-31 | CHRISTIAN SEBASTIAN DE LLOYD |
| 000235410 | MORGANS FINANCIAL LIMITED | 2007-10-01 - 2008-10-06 | CHRISTIAN SEBASTIAN DE LLOYD |
| 000239117 |
MAP FINANCIAL PLANNING PTY LTD
Licence controlled by: MAP FUNDS MANAGEMENT PTY LTD |
2005-05-01 - 2007-09-28 | CHRISTIAN SEBASTIAN DE LLOYD |
| Licence Name | DE LLOYD PW PTY LTD |
| Licence Number | 000457799 |
| Licence ABN | 87168631696 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JINLING PAN | De Lloyd Pw Pty Ltd | Ceased | 2018-01-08 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JINLING PAN | De Lloyd Pw Pty Ltd | Ceased | 2018-01-08 |
Please comment or provide details below to improve the information on .
| 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.