DONALD EDWIN SHEPPARD (Adviser# 000318938) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is January 9, 2012.
| Register Name | Financial Advisers |
| Adviser Name | DONALD EDWIN SHEPPARD |
| Adviser Number | 000318938 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000230681 TFS FINANCIAL PLANNING PTY LTD |
| Licence ABN | 18088309308 |
| Licence Controlled By | AMP LIMITED |
| Adviser Start Date | 2012-01-09 |
| Adviser End Date | 2016-12-16 |
| Appointing Representative Name | TFS FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000230681 |
| Appointing Representative ABN | 18088309308 |
| Further Restrictions | One off licensee approval is required for products which are either not on the approved product list or Derivatives. |
|
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000230681 |
TFS FINANCIAL PLANNING PTY LTD
Licence controlled by: AMP LIMITED Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives. |
2012-01-09 - 2016-12-16 | TFS FINANCIAL PLANNING PTY LTD |
| 000234656 |
IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives. |
2012-01-09 - 2016-12-16 | IPAC SECURITIES LIMITED |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2007-12-01 - 2012-01-09 | DONALD EDWIN SHEPPARD |
| Licence Name | TFS FINANCIAL PLANNING PTY LTD |
| Licence Number | 000230681 |
| Licence ABN | 18088309308 |
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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.