ALLAN TAYLOR (Adviser# 000305596) 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 27, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ALLAN TAYLOR |
| Adviser Number | 000305596 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000342766 LIONSGATE FINANCIAL GROUP PTY. LTD. |
| Licence ABN | 92140591484 |
| Adviser Start Date | 2016-06-27 |
| Appointing Representative Name | LIONSGATE FINANCIAL GROUP PTY. LTD. |
| Appointing Representative Number | 000342766 |
| Appointing Representative ABN | 92140591484 |
| Memberships |
FINSIA Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Aged Care Steps | Accredited Aged Care Professional |
| Diploma of Financial Services (Financial Planning) | FINSIA |
| Estate Planning | Kaplan Professional |
| Self Managed Superannuation Funds | Kaplan Professional |
| Taxation Planning | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000342766 | LIONSGATE FINANCIAL GROUP PTY. LTD. | 2016-06-27 - | LIONSGATE FINANCIAL GROUP PTY. LTD. |
| 000342766 | LIONSGATE FINANCIAL GROUP PTY. LTD. | 2010-07-01 - 2016-04-13 | LIONSGATE FINANCIAL GROUP PTY. LTD. |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2008-05-30 - 2010-07-30 | |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2006-09-12 - 2008-05-29 |
| Licence Name | LIONSGATE FINANCIAL GROUP PTY. LTD. |
| Licence Number | 000342766 |
| Licence ABN | 92140591484 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARTIN ENGLISH | Lionsgate Financial Group Pty. Ltd. | Current | 2018-08-01 |
| ROBERT ZOBOUIAN | Lionsgate Financial Group Pty. Ltd. | Current | 2018-06-02 |
| SHELDON STEELES | Lionsgate Financial Group Pty. Ltd. | Current | 2018-01-08 |
| JOHN CHARLES BURBERY | Lionsgate Financial Group Pty. Ltd. | Current | 2017-10-30 |
| TERRELL HYMAN | Lionsgate Financial Group Pty. Ltd. | Current | 2017-10-09 |
| JOHN ANDREW MCKAY | Lionsgate Financial Group Pty. Ltd. | Current | 2017-01-09 |
| GISELLE MORRIS | Lionsgate Financial Group Pty. Ltd. | Ceased | 2016-04-01 |
| MALCOLM CLIVE JESKIE | Lionsgate Financial Group Pty. Ltd. | Current | 2015-03-25 |
| SALIM BASHIR | Lionsgate Financial Group Pty. Ltd. | Current | 2015-01-21 |
| BENJAMIN ADRIAN TRIM | Lionsgate Financial Group Pty. Ltd. | Current | 2014-11-28 |
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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.