ROY SHAUN FRIEND (Adviser# 000466488) 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 October 1, 2016.
Register Name | Financial Advisers |
Adviser Name | ROY SHAUN FRIEND |
Adviser Number | 000466488 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2014 |
Financial Service (AFS) Licence |
Licence# 000487125 CAMBIO GROUP AFSL PTY LTD |
Adviser Start Date | 2016-10-01 |
Appointing Representative Name | CAMBIO GROUP FINANCIAL PLANNING PTY LTD |
Appointing Representative Number | 000271178 |
Appointing Representative ABN | 83094326253 |
Memberships | CPA Australia (CPA) |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Accounting | University of South Australia |
Diploma of Financial Planning | Kaplan Professional Education |
Self Managed Superannuation Funds | Kaplan Professional Education |
Tier 1 Margin Lending | Kaplan Professional Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000487125 | CAMBIO GROUP AFSL PTY LTD | 2016-10-01 - | CAMBIO GROUP FINANCIAL PLANNING PTY LTD |
000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform. |
2014-10-07 - 2016-09-30 | SECURITOR FINANCIAL GROUP LTD |
Licence Name | CAMBIO GROUP AFSL PTY LTD |
Licence Number | 000487125 |
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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.