BENJAMIN LINDSAY (Adviser# 000464388) 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 28, 2017.
Register Name | Financial Advisers |
Adviser Name | BENJAMIN LINDSAY |
Adviser Number | 000464388 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2014 |
Financial Service (AFS) Licence |
Licence# 000385827 INVESTORS DIRECT FINANCIAL PLANNING PTY LTD |
Licence ABN | 50141139228 |
Licence Controlled By | INVESTORS DIRECT FINANCIAL GROUP PTY LTD |
Adviser Start Date | 2017-12-28 |
Appointing Representative Name | INVEST NATIONAL FINANCIAL SERVICES PTY LTD |
Appointing Representative Number | 001249996 |
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Qualification / Degree | Institute / School |
---|---|
Diploma of Financial Planning | Investment Banking Institute |
Self Managed Superannuation Funds | Mentor Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000385827 |
INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
Licence controlled by: INVESTORS DIRECT FINANCIAL GROUP PTY LTD |
2017-12-28 - | INVEST NATIONAL FINANCIAL SERVICES PTY LTD |
000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Government Debentures, Stocks or Bonds: class of product only, Securities: class of product only, Superannuation: not authorised to provide SMSF advice. |
2016-12-13 - 2017-12-22 | FINANCIAL SERVICES PARTNERS PTY LIMITED |
000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Permitted: - Managed Investment Schemes, excluding IDPS - IDPS only Not permitted: - SMSF |
2014-09-01 - 2015-07-01 | FINANCIAL SERVICES PARTNERS PTY LIMITED |
Licence Name | INVESTORS DIRECT FINANCIAL PLANNING PTY LTD |
Licence Number | 000385827 |
Licence ABN | 50141139228 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
SEAN OSCAR SANTORO | Investors Direct Financial Planning Pty Ltd | Current | 2017-12-28 |
DANIEL COOPER GREIG MILNE | Investors Direct Financial Planning Pty Ltd | Current | 2017-08-24 |
SAVERIO FRANK PONTE | Investors Direct Financial Planning Pty Ltd | Ceased | 2017-08-09 |
BENJAMIN JESSE FUSCO | Investors Direct Financial Planning Pty Ltd | Ceased | 2016-12-23 |
ISBER DURBALI | Investors Direct Financial Planning Pty Ltd | Ceased | 2016-09-21 |
JUN GUO | Investors Direct Financial Planning Pty Ltd | Ceased | 2016-08-29 |
DAVID VERNON WOODS | Investors Direct Financial Planning Pty Ltd | Ceased | 2016-07-14 |
DAMIAN ESPINOSA | Investors Direct Financial Planning Pty Ltd | Current | 2015-11-01 |
ASKA PIETRZAK | Investors Direct Financial Planning Pty Ltd | Ceased | 2015-01-06 |
BENJAMIN LITTLEJOHNS | Investors Direct Financial Planning Pty Ltd | Ceased | 2015-01-06 |
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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.