ADRIAN PHELAN


Licensee: THE PRACTICE WEALTH MANAGEMENT PTY LTD

ADRIAN PHELAN (Adviser# 000401409) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is November 10, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name ADRIAN PHELAN
Adviser Number 000401409
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000315598
THE PRACTICE WEALTH MANAGEMENT PTY LTD
Adviser Start Date 2014-11-10
Adviser End Date 2015-11-06
Appointing Representative Name THE PRACTICE WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000315598

Authorisations to provide financial product advice

  • ADRIAN PHELAN

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000315598 THE PRACTICE WEALTH MANAGEMENT PTY LTD 2014-11-10 - 2015-11-06 THE PRACTICE WEALTH MANAGEMENT PTY LTD
000240277 PRIMESTOCK WEALTH MANAGEMENT PTY LTD 2012-10-29 - 2014-10-06 ADRIAN PHELAN
000239180 PRIMESTOCK SECURITIES LIMITED 2011-03-08 - 2014-10-06 ADRIAN PHELAN

Licensee Information

Licence Name THE PRACTICE WEALTH MANAGEMENT PTY LTD
Licence Number 000315598

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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.