JUAN STEVEN CASTANO QUIRAMA


Licensee: AMP FINANCIAL PLANNING PTY LIMITED

JUAN STEVEN CASTANO QUIRAMA (Adviser# 000454745) 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 November 22, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name JUAN STEVEN CASTANO QUIRAMA
Adviser Number 000454745
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000232706
AMP FINANCIAL PLANNING PTY LIMITED
Licence ABN 89051208327
Licence Controlled By AMP ADVICE HOLDINGS PTY LTD
AMP LIMITED [Date Ceased: 27/02/2016]
Adviser Start Date 2016-11-22
Appointing Representative Name AMP FINANCIAL PLANNING PTY LIMITED
Appointing Representative Number 000232706
Appointing Representative ABN 89051208327
Memberships AFA - Association of Financial Advisers
Further Restrictions Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorisations to provide financial product advice

  • JUAN STEVEN CASTANO QUIRAMA
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • 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
Bachelor of Business (Finance) Queensland University of Technology (QUT)
Certificate III in Business WG Learning
Diploma of Financial Services (Financial Planning) Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2016-11-22 - AMP FINANCIAL PLANNING PTY LIMITED
000449221 ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
Further restrictions: Not authorised to provide Self Managed Superannuation advice
2016-05-16 - 2016-11-10 CB FINANCIAL PTY LTD
000237641 GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED
Further restrictions: Superannuation excludes Income Streams and SMSF Advice
2015-10-09 - 2016-05-13 GUARDIANFP LTD
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2014-03-11 - 2015-05-05 AMP FINANCIAL PLANNING PTY LIMITED

Licensee Information

Licence Name AMP FINANCIAL PLANNING PTY LIMITED
Licence Number 000232706
Licence ABN 89051208327

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CAROLINE MARIE HOOD Amp Financial Planning Pty Limited Current 2018-08-30
KIRSTEN MAREE DOWLER Amp Financial Planning Pty Limited Current 2018-08-29
LYNDON MUSTAFA Amp Financial Planning Pty Limited Current 2018-08-29
PETER JAMES TUITE Amp Financial Planning Pty Limited Current 2018-08-23
KEVIN FEI CHEN Amp Financial Planning Pty Limited Current 2018-08-21
BELINDA MCKIMMIE Amp Financial Planning Pty Limited Current 2018-08-17
CATHERINE IRWIN Amp Financial Planning Pty Limited Current 2018-08-17
BREE EMILY PHILLIPS Amp Financial Planning Pty Limited Current 2018-08-16
PARTHA SAHA Amp Financial Planning Pty Limited Current 2018-08-10
BISHAL SHRESTHA Amp Financial Planning Pty Limited Current 2018-08-10

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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.