DAVID ALLAN WINSTANLEY


Licensee: AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • DAVID ALLAN WINSTANLEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD
Licence Number 000341401

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Dataset Information


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.