DANIEL JOSEPH VALLONE (Adviser# 000438164) 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 January 11, 2016.
| Register Name | Financial Advisers |
| Adviser Name | DANIEL JOSEPH VALLONE |
| Adviser Number | 000438164 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000234459 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| Licence ABN | 26098725145 |
| Licence Controlled By | AUSTRALIAN UNITY LIMITED |
| Adviser Start Date | 2016-01-11 |
| Appointing Representative Name | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| Appointing Representative Number | 000234459 |
| Appointing Representative ABN | 26098725145 |
| Further Restrictions | Superannuation including SMSF |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | RG146 Training Australia |
| Associate Diploma of Business (Accounting) | TAFE NSW |
| Diploma of Financial Planning | RG146 Traning Australia |
| SMSF Adviser | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000234459 |
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED Further restrictions: Superannuation including SMSF |
2016-01-11 - | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| 000235410 | MORGANS FINANCIAL LIMITED | 2015-04-17 - 2015-11-24 | MORGANS FINANCIAL LIMITED |
| 000245569 |
MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2014-04-11 - 2015-03-16 | THE INVESTMENT SHOP (AUST) PTY LTD |
| 000236667 | AON HEWITT LIMITED | 2013-03-30 - 2014-03-21 | DANIEL JOSEPH VALLONE |
| Licence Name | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| Licence Number | 000234459 |
| Licence ABN | 26098725145 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANDREW BRONNEBERG | Australian Unity Personal Financial Services Ltd | Current | 2018-07-17 |
| PAUL RICHARD YEOMAN | Australian Unity Personal Financial Services Ltd | Current | 2018-07-17 |
| GABRIEL ORZOI | Australian Unity Personal Financial Services Ltd | Current | 2018-07-04 |
| GEOFFREY ALAN IVANAC | Australian Unity Personal Financial Services Ltd | Current | 2018-07-02 |
| NATHANIEL LUKE PETER CHELL | Australian Unity Personal Financial Services Ltd | Current | 2018-06-26 |
| MELINDA ANNE REID | Australian Unity Personal Financial Services Ltd | Current | 2018-06-26 |
| SHARLENE HALVORSEN | Australian Unity Personal Financial Services Ltd | Current | 2018-06-20 |
| DANIEL LEE SILVESTRI | Australian Unity Personal Financial Services Ltd | Current | 2018-06-20 |
| WILLIAM JACK KELLY | Australian Unity Personal Financial Services Ltd | Current | 2018-05-18 |
| LYNDA MONIQUE SEXTON | Australian Unity Personal Financial Services Ltd | Current | 2018-05-18 |
Please comment or provide details below to improve the information on .
| 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.