TRISTAN PAUL LLOYD (Adviser# 000312355) 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 April 6, 2018.
Register Name | Financial Advisers |
Adviser Name | TRISTAN PAUL LLOYD |
Adviser Number | 000312355 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2003 |
Financial Service (AFS) Licence |
Licence# 000482234 OREANA FINANCIAL SERVICES PTY LTD |
Adviser Start Date | 2018-04-06 |
Appointing Representative Name | OREANA FINANCIAL SERVICES PTY LTD |
Appointing Representative Number | 000482234 |
Memberships | Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor Degree | Business - RMIT University |
CFP | Certified Financial Planner - Financial Planning Association of Australia |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000482234 | OREANA FINANCIAL SERVICES PTY LTD | 2018-04-06 - | OREANA FINANCIAL SERVICES PTY LTD |
000230690 |
GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2013-01-29 - 2018-04-06 | GODFREY PEMBROKE LIMITED |
000289621 |
UNISON WEALTH MANAGEMENT PTY LTD
Licence controlled by: UNISON FINANCIAL GROUP PTY LTD ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 09/03/2016] ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 17/11/2017] ~ VIEPLAN PTY LTD [Date Ceased: 17/11/2017] |
2011-10-04 - 2012-12-23 | |
000230662 | X VENTURE CAPITAL PTY LTD | 2008-06-11 - 2012-12-23 | TRISTAN PAUL LLOYD |
000238444 | TOLHURST PTY LTD | 2007-04-16 - 2011-09-30 | TRISTAN PAUL LLOYD |
Licence Name | OREANA FINANCIAL SERVICES PTY LTD |
Licence Number | 000482234 |
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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.