BARNEY DAVID ELLIS (Adviser# 000343471) 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 June 13, 2016.
| Register Name | Financial Advisers |
| Adviser Name | BARNEY DAVID ELLIS |
| Adviser Number | 000343471 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000485478 MIPLAN ADVISORY PTY LTD |
| Adviser Start Date | 2016-06-13 |
| Appointing Representative Name | MIPLAN ADVISORY PTY LTD |
| Appointing Representative Number | 000485478 |
| Memberships | Association of Independently Owned Financial Professionals (AIOFP) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program | Kaplan Education Pty Limited |
| Advanced Diploma of Financial Services (Financial Planning) | Pinnacle Financial Services Academy Pty Ltd |
| Certified Financial Strategist | Association of Independently Owned Financial Professionals (AIOFP) |
| Diploma of Financial Services (Financial Planning) | Kaplan Education Pty Limited |
| Self Managed Superannuation Funds | Kaplan Education Pty Limited |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000485478 | MIPLAN ADVISORY PTY LTD | 2016-06-13 - | MIPLAN ADVISORY PTY LTD |
| 000414256 |
AIW DEALER SERVICES PTY LTD
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD |
2014-02-10 - 2016-05-24 | AIW DEALER SERVICES PTY LTD |
| 000230686 |
NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED |
2010-10-09 - 2014-02-09 | |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2009-12-15 - 2010-10-08 | BARNEY DAVID ELLIS |
| Licence Name | MIPLAN ADVISORY PTY LTD |
| Licence Number | 000485478 |
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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.