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.
| 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) |
|
| 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 |
| 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 |
| Licence Name | RI ADVICE GROUP PTY LTD |
| Licence Number | 000238429 |
| Licence ABN | 23001774125 |
| 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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| 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.