PEITA MICHELLE DIAMANTIDIS (Adviser# 000321298) 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 18, 2016.
| Register Name | Financial Advisers |
| Adviser Name | PEITA MICHELLE DIAMANTIDIS |
| Adviser Number | 000321298 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000483102 DELTAPLAN FINANCIAL SERVICES PTY LIMITED |
| Licence Controlled By | DELTAPLAN HOLDINGS PTY LTD |
| Adviser Start Date | 2016-04-18 |
| Appointing Representative Name | DELTAPLAN FINANCIAL SERVICES PTY LIMITED |
| Appointing Representative Number | 000483102 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics (Actuarial Studies & Finance) | Macquarie University |
| Certificate IV in Financial Services (Finance/Mortgage Broking) | Finsia |
| Graduate Diploma in Financial Planning | Securities Institue |
| Margin Lending & Geared Investments | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000483102 |
DELTAPLAN FINANCIAL SERVICES PTY LIMITED
Licence controlled by: DELTAPLAN HOLDINGS PTY LTD |
2016-04-18 - | DELTAPLAN FINANCIAL SERVICES PTY LIMITED |
| 000237641 |
GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED Further restrictions: Superannuation excludes SMSF Advice |
2014-10-14 - 2016-04-17 | GUARDIANFP LTD |
| 000238256 |
MATRIX PLANNING SOLUTIONS LIMITED
Licence controlled by: CLEARVIEW WEALTH LIMITED |
2010-06-30 - 2014-10-13 | |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2008-04-08 - 2010-06-30 | |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2008-01-14 - 2008-04-08 |
| Licence Name | DELTAPLAN FINANCIAL SERVICES PTY LIMITED |
| Licence Number | 000483102 |
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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.