TRACEY MARGARET PRATTLEY (Adviser# 000456899) 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 July 26, 2018.
| Register Name | Financial Advisers |
| Adviser Name | TRACEY MARGARET PRATTLEY |
| Adviser Number | 000456899 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| 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 | 2018-07-26 |
| Appointing Representative Name | WEALTH TREE SOLUTIONS PTY LTD |
| Appointing Representative Number | 001266299 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Margin Lending and Geared Investments | Kaplan Professional |
| Self Managed Superannuation Funds | CBA |
| 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] |
2018-07-26 - | WEALTH TREE SOLUTIONS PTY LTD |
| 000449221 |
ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] |
2018-02-02 - 2018-07-25 | BOWMAN LANE INSURANCES PTY LTD |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities, Standard Margin Lending |
2016-04-05 - 2018-02-01 | FINANCIAL WISDOM LIMITED |
| 000331367 |
CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence controlled by: CLEARVIEW WEALTH LIMITED Further restrictions: Excludes SMSF |
2015-06-24 - 2015-10-09 | CLEARVIEW FINANCIAL ADVICE PTY LTD |
| 000232705 |
HILLROSS FINANCIAL SERVICES 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. |
2014-04-24 - 2015-04-20 | HILLROSS FINANCIAL SERVICES LIMITED |
| 000238277 | SHARE INVESTING LIMITED | 2010-01-06 - 2013-01-09 |
| Licence Name | ALLIANCE WEALTH PTY LTD |
| Licence Number | 000449221 |
| Licence ABN | 93161647007 |
| 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 |
| 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 |
| CASSANDRA SORBY-ADAMS | Alliance Wealth Pty Ltd | Current | 2018-06-01 |
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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.