DANIEL WEEKS

Licensee: RI ADVICE GROUP PTY LTD

DANIEL WEEKS (Adviser# 000428074) 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 August 30, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name DANIEL WEEKS
Adviser Number 000428074
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000238429
RI ADVICE GROUP PTY LTD
Licence ABN 23001774125
Licence Controlled By AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Adviser Start Date 2016-08-30
Appointing Representative Name RI ADVICE GROUP PTY LTD
Appointing Representative Number 000238429
Appointing Representative ABN 23001774125
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DANIEL WEEKS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Kaplan Professional Education
CFP Certification Program Financial Planning Association of Australia
Graduate Diploma of Financial Planning Kaplan Professional Education
Master of Applied Finance Kaplan Professional Education
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000238429 RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2016-08-30 - RI ADVICE GROUP PTY LTD
000230510 UNIFIED FINANCIAL SERVICES PTY LTD 2016-02-11 - 2016-05-13
000221557 MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2014-06-12 - 2016-01-08 MAGNITUDE GROUP PTY LTD
000224645 ELDERS FINANCIAL PLANNING PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED ~ ELDERS RURAL SERVICES AUSTRALIA LIMITED
2012-12-14 - 2014-06-06
000244252 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2012-09-14 - 2014-06-06
000237898 BENDIGO FINANCIAL PLANNING LIMITED
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED
2010-05-01 - 2012-08-30
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2007-10-01 - 2010-04-30

Licensee Information

Licence Name RI ADVICE GROUP PTY LTD
Licence Number 000238429
Licence ABN 23001774125

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRENT WESLEY MCLAUGHLIN Ri Advice Group Pty Ltd Current 2018-08-23
RYAN THOMAS BULTITUDE Ri Advice Group Pty Ltd Current 2018-08-14
VANESSA DI COLA Ri Advice Group Pty Ltd Current 2018-08-07
PETER BARRY DALE Ri Advice Group Pty Ltd Current 2018-08-07
NATHAN FRANCIS WELLING Ri Advice Group Pty Ltd Current 2018-08-01
DANIEL PAUL FOGDEN Ri Advice Group Pty Ltd Current 2018-07-30
JOSEPH SCARMOZZINO Ri Advice Group Pty Ltd Current 2018-07-26
EMILIO BANGIT Ri Advice Group Pty Ltd Current 2018-07-24
DEAN ANTHONY AGRESTA Ri Advice Group Pty Ltd Current 2018-07-24
JARRAD PAGE Ri Advice Group Pty Ltd Current 2018-07-23

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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.