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.
| 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. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program | Kaplan Professional |
| Bachelor of Business (Financial Planning) | RMIT |
| Self Managed Super Funds | Kaplan Professional |
| 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 |
| Licence Name | CLARINGBOLD FINANCIAL SERVICES PTY LTD |
| Licence Number | 000501725 |
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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.