LISA JANE PALMER (Adviser# 000317675) 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 February 16, 2015.
Register Name | Financial Advisers |
Adviser Name | LISA JANE PALMER |
Adviser Number | 000317675 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2005 |
Financial Service (AFS) Licence |
Licence# 000232514 INDUSTRY FUND SERVICES LIMITED |
Licence ABN | 54007016195 |
Licence Controlled By | INDUSTRY SUPER HOLDINGS PTY. LTD. |
Adviser Start Date | 2015-02-16 |
Appointing Representative Name | INDUSTRY FUND SERVICES LIMITED |
Appointing Representative Number | 000232514 |
Appointing Representative ABN | 54007016195 |
Memberships | Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Advanced Diploma FS (FP) | Kaplan |
Bachelor of Business | Monash University |
CFP | FPA |
Self Managed Super Funds | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000232514 |
INDUSTRY FUND SERVICES LIMITED
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD. |
2015-02-16 - | INDUSTRY FUND SERVICES LIMITED |
000284443 | QUADRANT FIRST PTY LTD | 2014-08-06 - 2015-02-13 | LISA JANE PALMER |
000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2012-07-04 - 2014-07-20 | LISA JANE PALMER |
000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2007-09-01 - 2012-07-03 | LISA JANE PALMER |
Licence Name | INDUSTRY FUND SERVICES LIMITED |
Licence Number | 000232514 |
Licence ABN | 54007016195 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
HENRIQUE LEONG | Industry Fund Services Limited | Current | 2018-08-27 |
CHARLES HORDERN-GIBBINGS | Industry Fund Services Limited | Current | 2018-08-27 |
SIGRID LARSEN | Industry Fund Services Limited | Current | 2018-08-27 |
JESSICA FRY | Industry Fund Services Limited | Current | 2018-08-22 |
DIMITRIOS MARAMIS | Industry Fund Services Limited | Current | 2018-08-09 |
MARK JEFFERY VINCENT | Industry Fund Services Limited | Current | 2018-06-07 |
MATTHEW PAUL STRICKLAND | Industry Fund Services Limited | Current | 2018-05-10 |
LOUIS LIN | Industry Fund Services Limited | Current | 2018-03-26 |
SHANNON WILLIAM GARDNER | Industry Fund Services Limited | Current | 2018-03-14 |
ADAM FROST | Industry Fund Services Limited | Current | 2018-02-21 |
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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.