ALANA DANIELLE LOPEZ (Adviser# 000439937) 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 June 28, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ALANA DANIELLE LOPEZ |
| Adviser Number | 000439937 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000479792 EDWARDS MARSHALL ADVISORY PTY LTD |
| Adviser Start Date | 2016-06-28 |
| Appointing Representative Name | EDWARDS MARSHALL FINANCIAL SOLUTIONS PTY LTD |
| Appointing Representative Number | 000267916 |
| Appointing Representative ABN | 45096439842 |
| Memberships | Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Applied Finance | University of South Australia |
| Diploma of Financial Planning | Kaplan Professional Education |
| Diploma of Financial Services (Banking) | TAFE SA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000479792 | EDWARDS MARSHALL ADVISORY PTY LTD | 2016-06-28 - | EDWARDS MARSHALL FINANCIAL SOLUTIONS PTY LTD |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2013-06-03 - 2016-05-02 | EDWARDS MARSHALL FINANCIAL SOLUTIONS PTY LTD |
| Licence Name | EDWARDS MARSHALL ADVISORY PTY LTD |
| Licence Number | 000479792 |
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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.