NARELLE KERRYN ALLISON


Licensee: CLARINGBOLD FINANCIAL SERVICES PTY LTD

NARELLE KERRYN ALLISON (Adviser# 000401887) 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 May 3, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name NARELLE KERRYN ALLISON
Adviser Number 000401887
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000501725
CLARINGBOLD FINANCIAL SERVICES PTY LTD
Licence Controlled By Rex Alan CLARINGBOLD
Adviser Start Date 2018-05-03
Appointing Representative Name CLARINGBOLD FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000501725
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Financial Product Advice in respect to Managed Discretionary Accounts (MDA) services is limited to general advice only on the establishment, structuring, retention or termination of an MDA.

Authorisations to provide financial product advice

  • NARELLE KERRYN ALLISON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
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  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
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  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Accredited Listed Product Adviser Program Kaplan Professional
Bachelor of Business (Financial Planning) RMIT
Self Managed Super Funds Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000501725 CLARINGBOLD FINANCIAL SERVICES PTY LTD
Licence controlled by: Rex Alan CLARINGBOLD
Further restrictions: Financial Product Advice in respect to Managed Discretionary Accounts (MDA) services is limited to general advice only on the establishment, structuring, retention or termination of an MDA.
2018-05-03 - CLARINGBOLD FINANCIAL SERVICES PTY LTD
000230323 CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD
2011-03-17 - 2018-05-01 CONSULTUM FINANCIAL ADVISERS PTY LTD

Licensee Information

Licence Name CLARINGBOLD FINANCIAL SERVICES PTY LTD
Licence Number 000501725

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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.