MARC LERNER (Adviser# 000452265) 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 24, 2014.
| Register Name | Financial Advisers |
| Adviser Name | MARC LERNER |
| Adviser Number | 000452265 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000405452 VALOR FINANCIAL GROUP PTY LTD |
| Licence ABN | 81150590453 |
| Adviser Start Date | 2014-01-24 |
| Appointing Representative Name | VALOR PRIVATE WEALTH PTY LIMITED |
| Appointing Representative Number | 000409498 |
| Appointing Representative ABN | 17120210219 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce majoring in Finance and Philosophy | University of Sydney |
| Diploma of Financial Planning | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000405452 | VALOR FINANCIAL GROUP PTY LTD | 2014-01-24 - | VALOR PRIVATE WEALTH PTY LIMITED |
| Licence Name | VALOR FINANCIAL GROUP PTY LTD |
| Licence Number | 000405452 |
| Licence ABN | 81150590453 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL HENRY | Valor Financial Group Pty Ltd | Current | 2014-08-14 |
| ANDREW SIANG HAN KUAH | Valor Financial Group Pty Ltd | Current | 2013-09-20 |
| ROBERT GAVIN SHEARS | Valor Financial Group Pty Ltd | Current | 2011-08-08 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL HENRY | Valor Financial Group Pty Ltd | Current | 2014-08-14 |
| ANDREW SIANG HAN KUAH | Valor Financial Group Pty Ltd | Current | 2013-09-20 |
| ROBERT GAVIN SHEARS | Valor Financial Group Pty Ltd | Current | 2011-08-08 |
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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.