PHILLIP MARSHALL LOVELAND (Adviser# 000332394) 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, 2016.
| Register Name | Financial Advisers |
| Adviser Name | PHILLIP MARSHALL LOVELAND |
| Adviser Number | 000332394 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000389676 WEALTH PSYCHOLOGY PTY LTD |
| Licence Controlled By |
Benjamin Marshall LOVELAND Phillip Marshall LOVELAND |
| Adviser Start Date | 2016-08-01 |
| Appointing Representative Name | WEALTH PSYCHOLOGY PTY LTD |
| Appointing Representative Number | 000389676 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Western Australian Institute of Technology |
| Diploma of Financial Services | Kaplan |
| FCPA | CPA |
| Financial Planning Specialisation | CPA |
| Margin Lending and General Geared Investments | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000389676 |
WEALTH PSYCHOLOGY PTY LTD
Licence controlled by: Benjamin Marshall LOVELAND ~ Phillip Marshall LOVELAND |
2016-08-01 - | WEALTH PSYCHOLOGY PTY LTD |
| Licence Name | WEALTH PSYCHOLOGY PTY LTD |
| Licence Number | 000389676 |
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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.