PHILLIP HAKIM (Adviser# 000338144) 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 July 4, 2018.
| Register Name | Financial Advisers |
| Adviser Name | PHILLIP HAKIM |
| Adviser Number | 000338144 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000225216 HNW PLANNING PTY LTD |
| Licence ABN | 42083745055 |
| Licence Controlled By | HNW GROUP HOLDINGS PTY LIMITED |
| Adviser Start Date | 2018-07-04 |
| Appointing Representative Name | NATIONAL INVESTMENT SERVICES PTY LTD |
| Appointing Representative Number | 000338147 |
| Appointing Representative ABN | 26135246829 |
| Memberships |
FELLOW FINSIA Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | The University of Sydney |
| Certified Financial Planner | Financial Planning Association of Australia |
| Graduate Diploma in Financial Planning | Securities Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000225216 |
HNW PLANNING PTY LTD
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED |
2018-07-04 - | NATIONAL INVESTMENT SERVICES PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2015-11-23 - 2018-07-04 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2009-06-11 - 2015-11-23 | SECURITOR FINANCIAL GROUP LTD |
| Licence Name | HNW PLANNING PTY LTD |
| Licence Number | 000225216 |
| Licence ABN | 42083745055 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ADAM JAMES SMITH | Hnw Planning Pty Ltd | Current | 2018-07-23 |
| FRANK GERALD MONAGHAN | Hnw Planning Pty Ltd | Current | 2018-07-06 |
| BOB BACKER | Hnw Planning Pty Ltd | Current | 2018-07-02 |
| DANIELLE NASTOV | Hnw Planning Pty Ltd | Current | 2018-07-02 |
| ANDREW SIDNEY GRANT | Hnw Planning Pty Ltd | Current | 2018-06-02 |
| RUSSELL WADEY | Hnw Planning Pty Ltd | Current | 2018-06-01 |
| JULIAN SUMNER CATLOW | Hnw Planning Pty Ltd | Ceased | 2018-04-20 |
| MARIO ZANNETTOU | Hnw Planning Pty Ltd | Current | 2018-03-02 |
| DARREN JOHN TAPPOURAS | Hnw Planning Pty Ltd | Current | 2018-01-22 |
| SHANNON NICOLE POWELL | Hnw Planning Pty Ltd | Ceased | 2017-07-17 |
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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.