GREGORY ROBERT EINFELD (Adviser# 000413231) 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 July 1, 2016.
| Register Name | Financial Advisers |
| Adviser Name | GREGORY ROBERT EINFELD |
| Adviser Number | 000413231 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000485923 LIME FS PTY LTD |
| Licence Controlled By | Gregory EINFELD |
| Adviser Start Date | 2016-07-01 |
| Appointing Representative Name | LIME WEALTH PTY LTD |
| Appointing Representative Number | 000413232 |
| Appointing Representative ABN | 29151421215 |
| Memberships |
Institute of Actuaries SMSF Association |
| Further Restrictions | No |
|
| Qualification / Degree | Institute / School |
|---|---|
| BEc (Actuarial Studies) | Macquarie University |
| Diploma of Financial Services | Kaplan |
| Foundations of Financial Planning | Kaplan Professional Education |
| MBA | AGSM |
| MEc (Actuarial Studies) | Macquarie University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000485923 |
LIME FS PTY LTD
Licence controlled by: Gregory EINFELD Further restrictions: No |
2016-07-01 - | LIME WEALTH PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2011-11-01 - 2016-06-30 | DOVER FINANCIAL ADVISERS PTY LTD |
| Licence Name | LIME FS PTY LTD |
| Licence Number | 000485923 |
Please comment or provide details below to improve the information on .
| 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.