DEREK TAYLOR (Adviser# 000309371) 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 1, 2011.
| Register Name | Financial Advisers |
| Adviser Name | DEREK TAYLOR |
| Adviser Number | 000309371 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000412079 WEALTHSTREAM FINANCIAL GROUP PTY LTD |
| Licence ABN | 35152803113 |
| Adviser Start Date | 2011-12-01 |
| Appointing Representative Name | WEALTHSTREAM FINANCIAL GROUP PTY LTD |
| Appointing Representative Number | 000412079 |
| Appointing Representative ABN | 35152803113 |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Listed Products Accreditation | LPAC |
| Certified Financial Planner (CFP) | Financial Planning Association (FPA) |
| Diploma of Financial Planning | Deakin University |
| Self Managed Superannuation Fund Adviser Education Program | Financial Essentials |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000412079 | WEALTHSTREAM FINANCIAL GROUP PTY LTD | 2011-12-01 - | WEALTHSTREAM FINANCIAL GROUP PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2009-12-04 - 2011-11-30 |
| Licence Name | WEALTHSTREAM FINANCIAL GROUP PTY LTD |
| Licence Number | 000412079 |
| Licence ABN | 35152803113 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANDREW HARRISON | Wealthstream Financial Group Pty Ltd | Current | 2015-06-01 |
| MICHAEL CHRISTIAN BLOOM | Wealthstream Financial Group Pty Ltd | Current | 2014-01-19 |
| CANNA CAMPBELL | Wealthstream Financial Group Pty Ltd | Current | 2012-06-01 |
| CRAIG SMALL | Wealthstream Financial Group Pty Ltd | Current | 2012-06-01 |
| CLIVE CORNWELL HERRALD | Wealthstream Financial Group Pty Ltd | Current | 2012-02-01 |
| GERRY WAGSTAFF | Wealthstream Financial Group Pty Ltd | Current | 2011-12-01 |
| WAYNE BENSON | Wealthstream Financial Group Pty Ltd | Current | 2011-12-01 |
| SCOTT EDWARD HERRALD | Wealthstream Financial Group Pty Ltd | Current | 2011-11-03 |
| KEITH GATELEY | Wealthstream Financial Group Pty Ltd | Current | 2011-11-03 |
| SCOTT HERRALD | Wealthstream Financial Group Pty Ltd | Current | 2011-11-03 |
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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.