ALEX PERINI (Adviser# 000418763) 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 March 7, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ALEX PERINI |
| Adviser Number | 000418763 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000300038 SUMMERHILL FINANCIAL SERVICES PTY LTD |
| Licence ABN | 29118471748 |
| Adviser Start Date | 2016-03-07 |
| Appointing Representative Name | SUMMERHILL FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000300038 |
| Appointing Representative ABN | 29118471748 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services | Financial Planning - 360 Advice Solutions |
| Bachelor of Business | Holmesglen Institute of TAFE |
| Certified Financial Planner | Financial Planning Association |
| Diploma of Financial Services | Financial Markets - Kaplan |
| Master of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000300038 | SUMMERHILL FINANCIAL SERVICES PTY LTD | 2016-03-07 - | SUMMERHILL FINANCIAL SERVICES PTY LTD |
| 000226035 | AUSTRALIAN WEALTH ADVISERS PTY LTD | 2015-02-27 - 2016-03-02 | AUSTRALIAN WEALTH ADVISERS PTY LTD |
| 000243313 | SYNCHRONISED BUSINESS SERVICES PTY LTD | 2013-11-22 - 2015-02-27 | ALEX PERINI |
| 000244252 |
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2013-09-16 - 2013-11-21 | ALEX PERINI |
| 000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2012-03-13 - 2013-09-06 | ALEX PERINI |
| Licence Name | SUMMERHILL FINANCIAL SERVICES PTY LTD |
| Licence Number | 000300038 |
| Licence ABN | 29118471748 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CAROLINE BELL | Summerhill Financial Services Pty Ltd | Current | 2006-05-08 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CAROLINE BELL | Summerhill Financial Services Pty Ltd | Current | 2006-05-08 |
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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.