CRAIG BARNES (Adviser# 000398567) 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 December 7, 2015.
Register Name | Financial Advisers |
Adviser Name | CRAIG BARNES |
Adviser Number | 000398567 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2011 |
Financial Service (AFS) Licence |
Licence# 000229757 EQUITY TRUSTEES SUPERANNUATION LIMITED |
Licence ABN | 50055641757 |
Licence Controlled By |
EQT Holdings Limited EQUITY TRUSTEES LIMITED |
Adviser Start Date | 2015-12-07 |
Appointing Representative Name | EQUITY TRUSTEES SUPERANNUATION LIMITED |
Appointing Representative Number | 000229757 |
Appointing Representative ABN | 50055641757 |
Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Business | Monash University |
Bachelor of Business | Monash University |
Bachelor of Business | Monash University |
Diploma of Financial Planning | Kaplan Professional Education |
Diploma of Financial Planning | Kaplan Professional Education |
Diploma of Financial Planning | Kaplan Professional Education |
Graduate Diploma of Applied Finance and Investment | Securities Institute of Australia |
Graduate Diploma of Applied Finance and Investment | Securities Institute of Australia |
Graduate Diploma of Applied Finance and Investment | Securities Institute of Australia |
Margin Lending and Geared Investments | Kaplan Professional Education |
Margin Lending and Geared Investments | Kaplan Professional Education |
Margin Lending and Geared Investments | Kaplan Professional Education |
Self Managed Superannuation Funds | Kaplan Professional Education |
Self Managed Superannuation Funds | Kaplan Professional Education |
Self Managed Superannuation Funds | Kaplan Professional Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000229757 |
EQUITY TRUSTEES SUPERANNUATION LIMITED
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED |
2015-12-07 - | EQUITY TRUSTEES SUPERANNUATION LIMITED |
000234528 |
EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED [Date Ceased: 27/02/2016] |
2015-12-07 - | EQUITY TRUSTEES WEALTH SERVICES LIMITED |
000240975 |
EQUITY TRUSTEES LIMITED
Licence controlled by: EQT Holdings Limited |
2015-12-07 - | EQUITY TRUSTEES LIMITED |
000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2013-07-25 - 2015-12-07 | WESTPAC BANKING CORPORATION |
000399032 | L1-PLAN PTY LTD | 2011-07-27 - 2013-01-22 | |
000300219 | M1-PLAN PTY LTD | 2011-07-27 - 2013-06-20 | |
000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2011-02-08 - 2011-07-27 |
Licence Name | EQUITY TRUSTEES SUPERANNUATION LIMITED |
Licence Number | 000229757 |
Licence ABN | 50055641757 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
JEFF SITTERS | Equity Trustees Superannuation Limited | Current | 2016-03-15 |
RYAN LISSON | Equity Trustees Superannuation Limited | Current | 2015-09-25 |
JOHN NELLIGAN | Equity Trustees Superannuation Limited | Current | 2015-07-06 |
KERRIE SLES | Equity Trustees Superannuation Limited | Current | 2015-06-04 |
STEVEN LEUNG | Equity Trustees Superannuation Limited | Current | 2015-06-04 |
JAMES BRESCIA | Equity Trustees Superannuation Limited | Ceased | 2015-01-08 |
BERNARD PETER O'BRIEN | Equity Trustees Superannuation Limited | Ceased | 2013-05-01 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
JEFF SITTERS | Equity Trustees Superannuation Limited | Current | 2016-03-15 |
RYAN LISSON | Equity Trustees Superannuation Limited | Current | 2015-09-25 |
JOHN NELLIGAN | Equity Trustees Superannuation Limited | Current | 2015-07-06 |
KERRIE SLES | Equity Trustees Superannuation Limited | Current | 2015-06-04 |
STEVEN LEUNG | Equity Trustees Superannuation Limited | Current | 2015-06-04 |
JAMES BRESCIA | Equity Trustees Superannuation Limited | Ceased | 2015-01-08 |
BERNARD PETER O'BRIEN | Equity Trustees Superannuation Limited | Ceased | 2013-05-01 |
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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.