DAVID ALLAN WINSTANLEY (Adviser# 000312020) 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 1, 2018.
Register Name | Financial Advisers |
Adviser Name | DAVID ALLAN WINSTANLEY |
Adviser Number | 000312020 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2007 |
Financial Service (AFS) Licence |
Licence# 000341401 AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD |
Adviser Start Date | 2018-06-01 |
Appointing Representative Name | AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD |
Appointing Representative Number | 000341401 |
Memberships | CPA Australia (CPA) |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Business | Edith Cowan University |
CPA Program | CPA Australia |
Certificate IV in Business (Frontline Management) | MODAL |
Graduate Diploma of Financial Planning | Finsia |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000341401 | AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD | 2018-06-01 - | AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD |
000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2007-03-29 - 2018-05-31 | COUNT FINANCIAL LIMITED |
Licence Name | AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD |
Licence Number | 000341401 |
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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.