ANDREW LICCIARDI (Adviser# 000435234) 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 February 1, 2018.
Register Name | Financial Advisers |
Adviser Name | ANDREW LICCIARDI |
Adviser Number | 000435234 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2011 |
Financial Service (AFS) Licence |
Licence# 000484139 BANYAN SECURITIES PTY LTD |
Licence Controlled By | Maura MCCABE |
Adviser Start Date | 2018-02-01 |
Appointing Representative Name | BANYAN SECURITIES PTY LTD |
Appointing Representative Number | 000484139 |
Memberships | Financial Planning Association of Australia (FPA) |
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Qualification / Degree | Institute / School |
---|---|
Aged Care Steps accreditation training program | Accredited Aged Care Professional - Aged Care Steps |
Bachelor of Business (Economics/Finance and Management) | Swinburne University of Technology |
Certified Financial Planner (CFP) Program | Financial Planning Association of Australia |
Margin Lending and Geared Investments | Kaplan Professional Education |
Self Managed Superannuation Funds | Kaplan Professional Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000484139 |
BANYAN SECURITIES PTY LTD
Licence controlled by: Maura MCCABE |
2018-02-01 - | BANYAN SECURITIES PTY LTD |
000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2015-10-01 - 2018-01-31 | DEVON PARTNERS PTY LTD |
000331367 |
CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence controlled by: CLEARVIEW WEALTH LIMITED |
2014-07-01 - 2015-09-30 | CLEARVIEW FINANCIAL ADVICE PTY LTD |
000315598 | THE PRACTICE WEALTH MANAGEMENT PTY LTD | 2013-02-28 - 2014-06-16 | |
000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2012-06-08 - 2012-12-18 | |
000318613 |
SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2011-10-17 - 2012-01-07 |
Licence Name | BANYAN SECURITIES PTY LTD |
Licence Number | 000484139 |
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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.