CURTIS MARIO TAYLOR


Licensee: ALLIANCE WEALTH PTY LTD

CURTIS MARIO TAYLOR (Adviser# 000451384) 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 December 22, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name CURTIS MARIO TAYLOR
Adviser Number 000451384
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1990
Financial Service (AFS) Licence Licence# 000449221
ALLIANCE WEALTH PTY LTD
Licence ABN 93161647007
Licence Controlled By CENTREPOINT ALLIANCE LIMITED
CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
Adviser Start Date 2016-12-22
Appointing Representative Name SYNECTIC WEALTH PTY LTD
Appointing Representative Number 001250871
Memberships Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • CURTIS MARIO TAYLOR
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
BA/Llb University of Tasmania
BA/Llb University of Tasmania
CFP FPA
CFP FPA
Dip FP FPA
Dip FP FPA
DipSiA Securities Institute of Australia
DipSiA Securities Institute of Australia
GAICD Australian Institute of Company Directors
GAICD Australian Institute of Company Directors

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000449221 ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
2016-12-22 - SYNECTIC WEALTH PTY LTD
000329438 TG FINANCIAL PTY. LTD.
Further restrictions: Please update to add Basic Deposit & Payment Products (removing non-basic)
2014-01-02 - TG FINANCIAL PTY. LTD.
000318613 SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD
1990-09-01 - 2013-10-02

Licensee Information

Licence Name ALLIANCE WEALTH PTY LTD
Licence Number 000449221
Licence ABN 93161647007

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER-JAMES MACKINNON CAMERON Alliance Wealth Pty Ltd Current 2018-08-10
ANTONIO MORO Alliance Wealth Pty Ltd Current 2018-08-01
JASMYN PFEIFFER Alliance Wealth Pty Ltd Current 2018-08-01
JEFFREY BOWMAN Alliance Wealth Pty Ltd Current 2018-07-27
TRACEY MARGARET PRATTLEY Alliance Wealth Pty Ltd Current 2018-07-26
LUKE THOMAS SALTMARSH Alliance Wealth Pty Ltd Current 2018-07-13
MICHAEL PAUL FARMER Alliance Wealth Pty Ltd Current 2018-07-06
RUSSELL W GILBERT Alliance Wealth Pty Ltd Current 2018-07-02
WESSEL HENDRIK SWART Alliance Wealth Pty Ltd Current 2018-07-02
MICHAEL EDWARD BELCHER Alliance Wealth Pty Ltd Current 2018-07-02

Competitor

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Dataset Information


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.