OLIVER ALWAR


Licensee: LIFESPAN FINANCIAL PLANNING PTY LTD

OLIVER ALWAR (Adviser# 000429637) 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 11, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name OLIVER ALWAR
Adviser Number 000429637
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 15916607535
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000229892
LIFESPAN FINANCIAL PLANNING PTY LTD
Licence ABN 23065921735
Licence Controlled By Castleguard Trust
Adviser Start Date 2018-07-11
Appointing Representative Name LIFESPAN FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000229892
Appointing Representative ABN 23065921735

Authorisations to provide financial product advice

  • OLIVER ALWAR
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Monarch Institute
Certificate 4 in Finance and Mortgage Broking The National Finance Institute
Diploma of Financial Planning Pinnacle Financial Services Academy
Post Graduate Certificate in Financial Planning Kaplan
Self Managed Superannuation Fund Adviser RG146 Mentor

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229892 LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust
2018-07-11 - LIFESPAN FINANCIAL PLANNING PTY LTD
000409424 ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence controlled by: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD [Date Ceased: 03/11/2017] ~ Aura Group Holdings Pte. Ltd
Further restrictions: Managed Investments schemes, including IDPS - Pre-mixed Portfolios (model portfolios)
2017-07-17 - 2018-05-22 ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
000281731 ST ANDREW'S LIFE INSURANCE PTY LTD 2012-10-17 - 2013-02-05 OLIVER ALWAR
000239649 ST ANDREW'S INSURANCE (AUSTRALIA) PTY LTD 2012-10-17 - 2013-02-05 OLIVER ALWAR

Licensee Information

Licence Name LIFESPAN FINANCIAL PLANNING PTY LTD
Licence Number 000229892
Licence ABN 23065921735

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GLENN ANDREW MALKIEWICZ Lifespan Financial Planning Pty Ltd Current 2018-08-07
JOSEPH BYLHOUWER Lifespan Financial Planning Pty Ltd Current 2018-07-24
MATTHEW PETER RHEINBERGER Lifespan Financial Planning Pty Ltd Current 2018-07-11
IAN NICHOLAS RITCHIE Lifespan Financial Planning Pty Ltd Current 2018-07-06
CHARLES PILLAY Lifespan Financial Planning Pty Ltd Current 2018-07-06
JANET LESLEY BUTLER Lifespan Financial Planning Pty Ltd Current 2018-07-06
FIONA BATEMAN Lifespan Financial Planning Pty Ltd Current 2018-07-06
ERIN MICHELLE PRESS Lifespan Financial Planning Pty Ltd Current 2018-07-06
TONINO FALZARANO Lifespan Financial Planning Pty Ltd Current 2018-07-06
PRASHANT SOLAIAPPAN NAGARAJAN Lifespan Financial Planning Pty Ltd Current 2018-07-06

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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.