DANIEL BONTEMPELLI (Adviser# 000437213) 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 May 30, 2018.
Register Name | Financial Advisers |
Adviser Name | DANIEL BONTEMPELLI |
Adviser Number | 000437213 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2013 |
Financial Service (AFS) Licence |
Licence# 000339384 AXIES PTY. LTD. |
Licence ABN | 38136704446 |
Adviser Start Date | 2018-05-30 |
Appointing Representative Name | THE TRUSTEE FOR SAM PONTE TRUST |
Appointing Representative Number | 000436217 |
Appointing Representative ABN | 82660434250 |
Memberships | Association of Financial Advisers (AFA) |
Further Restrictions | Not authorised in SMSF |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Finance | La Trobe University |
Certificate IV in Financial Services | RMIT |
Diploma of Financial services | RMIT |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000339384 |
AXIES PTY. LTD.
Further restrictions: Not authorised in SMSF |
2018-05-30 - | THE TRUSTEE FOR SAM PONTE TRUST |
000385827 |
INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
Licence controlled by: INVESTORS DIRECT FINANCIAL GROUP PTY LTD Further restrictions: Not authorised to provide SMSF advice |
2017-08-09 - 2018-02-28 | THE TRUSTEE FOR SAM PONTE TRUST |
000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice. |
2013-04-08 - 2017-07-31 | FINANCIAL SERVICES PARTNERS PTY LIMITED |
Licence Name | AXIES PTY. LTD. |
Licence Number | 000339384 |
Licence ABN | 38136704446 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
CARLOS MEDRANO | Axies Pty. Ltd. | Current | 2018-08-20 |
JOHN ROSS CACHIA | Axies Pty. Ltd. | Current | 2018-08-17 |
CHRISTOPHER SMITH | Axies Pty. Ltd. | Current | 2018-08-17 |
LEVENT ALDOGAN | Axies Pty. Ltd. | Current | 2018-08-17 |
DEEPTI SUBHASH ALURKAR | Axies Pty. Ltd. | Current | 2018-07-18 |
PAUL HENRI DE THOUARS | Axies Pty. Ltd. | Current | 2018-07-11 |
BENJAMIN JAMES COLLINS | Axies Pty. Ltd. | Current | 2018-07-09 |
BENJAMIN RICKETTS | Axies Pty. Ltd. | Current | 2018-07-06 |
BARRY VINCENT LYNAM | Axies Pty. Ltd. | Current | 2018-07-06 |
MICHAEL CURNOW | Axies Pty. Ltd. | Current | 2018-07-06 |
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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.