WALID DAVID (Adviser# 000318432) 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 January 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | WALID DAVID |
| Adviser Number | 000318432 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000245451 EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED |
| Licence ABN | 38078629973 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2017-01-01 |
| Appointing Representative Name | EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED |
| Appointing Representative Number | 000245451 |
| Appointing Representative ABN | 38078629973 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma in Financial Services (Financial Planning) | Tribeca |
| Advanced Diploma of Financial Services (Financial Planning) | Tribeca |
| Bachelor of Business (Banking & Finance) and Bachelor of Computing | Monash University |
| Certified Financial Planner Program | Financial Planning Association of Australia (FPA) |
| Self Managed Superannuation Funds | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000245451 |
EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2017-01-01 - | EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED |
| 000232701 |
WEALTH MANAGERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 02/06/2017] |
2008-04-14 - 2016-12-31 | WEALTH MANAGERS PTY LTD |
| Licence Name | EXECUTIVE WEALTH MANAGEMENT FINANCIAL SERVICES PTY LIMITED |
| Licence Number | 000245451 |
| Licence ABN | 38078629973 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DION RICHARDSON | Executive Wealth Management Financial Services Pty Limited | Current | 2018-07-25 |
| JASMINE KATRINA THEOPHILE | Executive Wealth Management Financial Services Pty Limited | Current | 2018-06-04 |
| ALLAN WILLIAM ROSE | Executive Wealth Management Financial Services Pty Limited | Current | 2016-12-02 |
| CRAIG ANTHONY WOODMAN | Executive Wealth Management Financial Services Pty Limited | Current | 2016-12-02 |
| PAULA CATHERINE BARHAM | Executive Wealth Management Financial Services Pty Limited | Current | 2016-12-02 |
| PAUL DAVID GILBEY | Executive Wealth Management Financial Services Pty Limited | Current | 2016-08-01 |
| JULIE SUSAN HAUTOT | Executive Wealth Management Financial Services Pty Limited | Current | 2016-08-01 |
| PATRICIA SPILLMAN | Executive Wealth Management Financial Services Pty Limited | Ceased | 2016-05-30 |
| DAVID JAMES HANSEN | Executive Wealth Management Financial Services Pty Limited | Current | 2016-01-04 |
| TARA LOUISE DRUCZA | Executive Wealth Management Financial Services Pty Limited | Ceased | 2015-08-01 |
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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.