JOHN DAVID THRELFALL (Adviser# 000318069) 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 23, 2010.
| Register Name | Financial Advisers |
| Adviser Name | JOHN DAVID THRELFALL |
| Adviser Number | 000318069 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000269868 CAPITAL AND FINANCE PTY LIMITED |
| Licence ABN | 53095885028 |
| Licence Controlled By | CAPITAL AND FINANCE PTY LIMITED |
| Adviser Start Date | 2010-06-23 |
| Appointing Representative Name | CAPITAL AND FINANCE PTY LIMITED |
| Appointing Representative Number | 000269868 |
| Appointing Representative ABN | 53095885028 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| 79026 Estate Planning | University of Technology, Sydney |
| ASX Listed Products Accreditation Course (LPAC) | Alpha Structured Investments/UNSW Faculty of Law/ FPA |
| Cavendish & ICFS Specialist SMSF Course | The University of Adelaide |
| Diploma of Financial Services (Financial Planning) | Pinnacle Financial Services Academy |
| Executive Master of Business Administration | The College of St Thomas, MN. USA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000269868 |
CAPITAL AND FINANCE PTY LIMITED
Licence controlled by: CAPITAL AND FINANCE PTY LIMITED |
2010-06-23 - | CAPITAL AND FINANCE PTY LIMITED |
| 000237641 |
GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED |
2007-09-26 - 2010-04-22 | JOHN DAVID THRELFALL |
| Licence Name | CAPITAL AND FINANCE PTY LIMITED |
| Licence Number | 000269868 |
| Licence ABN | 53095885028 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRISTOPHER EDWARD LUFF | Capital and Finance Pty Limited | Current | 2018-05-16 |
| PETER ALLAN DELANEY | Capital and Finance Pty Limited | Current | 2017-07-05 |
| ANNE THERESE KIRBY | Capital and Finance Pty Limited | Current | 2013-11-27 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRISTOPHER EDWARD LUFF | Capital and Finance Pty Limited | Current | 2018-05-16 |
| PETER ALLAN DELANEY | Capital and Finance Pty Limited | Current | 2017-07-05 |
| ANNE THERESE KIRBY | Capital and Finance Pty Limited | Current | 2013-11-27 |
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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.