DENISE GLORIA BAKER (Adviser# 000445536) 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 September 16, 2013.
| Register Name | Financial Advisers |
| Adviser Name | DENISE GLORIA BAKER |
| Adviser Number | 000445536 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000230887 STRATEGIC PLANNING PARTNERS PTY LTD |
| Licence ABN | 65057800405 |
| Licence Controlled By | AMP LIMITED |
| Adviser Start Date | 2013-09-16 |
| Appointing Representative Name | STRATEGIC PLANNING PARTNERS PTY LTD |
| Appointing Representative Number | 000230887 |
| Appointing Representative ABN | 65057800405 |
| Memberships |
Financial Planner AFP (FPA) Financial Planner AFP (FPA) |
| Further Restrictions | One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000230887 |
STRATEGIC PLANNING PARTNERS PTY LTD
Licence controlled by: AMP LIMITED Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2013-09-16 - | STRATEGIC PLANNING PARTNERS PTY LTD |
| 000234656 |
IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives. |
2013-09-16 - | IPAC SECURITIES LIMITED |
| 000236643 |
PERPETUAL TRUSTEE COMPANY LIMITED
Licence controlled by: PERPETUAL LIMITED |
2002-10-01 - 2012-09-01 |
| Licence Name | STRATEGIC PLANNING PARTNERS PTY LTD |
| Licence Number | 000230887 |
| Licence ABN | 65057800405 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID ALLEN BIRD | Strategic Planning Partners Pty Ltd | Ceased | 2014-08-18 |
| JOSEPH ANTHONY WALSH | Strategic Planning Partners Pty Ltd | Current | 2013-03-07 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID ALLEN BIRD | Strategic Planning Partners Pty Ltd | Ceased | 2014-08-18 |
| JOSEPH ANTHONY WALSH | Strategic Planning Partners Pty Ltd | Current | 2013-03-07 |
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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.