ROBERT DAVID LURIE

Licensee: CHALICE NOMINEES PTY. LTD.

ROBERT DAVID LURIE (Adviser# 000328430) 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 August 1, 2008.

Adviser Overview

Register Name Financial Advisers
Adviser Name ROBERT DAVID LURIE
Adviser Number 000328430
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000246305
CHALICE NOMINEES PTY. LTD.
Licence ABN 97078162393
Licence Controlled By PERENNIAL HOLDINGS PTY LTD
Adviser Start Date 2008-08-01
Appointing Representative Name JST CAPITAL PTY LTD
Appointing Representative Number 000327536
Appointing Representative ABN 93130148515
Memberships Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ROBERT DAVID LURIE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
AFP FPA
DFS(FP) FPA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246305 CHALICE NOMINEES PTY. LTD.
Licence controlled by: PERENNIAL HOLDINGS PTY LTD
2008-08-01 - JST CAPITAL PTY LTD

Licensee Information

Licence Name CHALICE NOMINEES PTY. LTD.
Licence Number 000246305
Licence ABN 97078162393

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
AMANDA LEONG Chalice Nominees Pty. Ltd. Current 2013-11-28
PETER MARK JACKSON Chalice Nominees Pty. Ltd. Current 2008-07-01
ROBERT MICHAEL AVERY Chalice Nominees Pty. Ltd. Current 2005-04-18

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
AMANDA LEONG Chalice Nominees Pty. Ltd. Current 2013-11-28
PETER MARK JACKSON Chalice Nominees Pty. Ltd. Current 2008-07-01
ROBERT MICHAEL AVERY Chalice Nominees Pty. Ltd. Current 2005-04-18

Competitor

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Dataset Information

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.