DAVID ADAMS (Adviser# 000473505) 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 6, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DAVID ADAMS |
| Adviser Number | 000473505 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000240959 ACTUATE ALLIANCE SERVICES PTY LTD |
| Licence ABN | 40083233925 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2017-10-06 |
| Appointing Representative Name | ACTUATE ALLIANCE SERVICES PTY LTD |
| Appointing Representative Number | 000240959 |
| Appointing Representative ABN | 40083233925 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan Education |
| Bachelor of Economics (Economics/Accounting) | Monash University |
| Certified Financial Planner (CFP) | Financial Planning Association of Australia (FPA) |
| Margin Lending | Personal Advice - Kaplan Professional |
| SMSF Course | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240959 |
ACTUATE ALLIANCE SERVICES PTY LTD
Licence controlled by: IOOF HOLDINGS LTD |
2017-10-06 - | ACTUATE ALLIANCE SERVICES PTY LTD |
| 000246638 |
INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD |
2015-03-02 - 2017-09-15 | INTERPRAC FINANCIAL PLANNING PTY LTD |
| Licence Name | ACTUATE ALLIANCE SERVICES PTY LTD |
| Licence Number | 000240959 |
| Licence ABN | 40083233925 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KATIE GIBBS | Actuate Alliance Services Pty Ltd | Current | 2017-10-09 |
| JOSHUA JOHN HAMPTON | Actuate Alliance Services Pty Ltd | Current | 2015-10-07 |
| DAVID MARTIN RAITS | Actuate Alliance Services Pty Ltd | Ceased | 2013-12-08 |
| ROSS CAMERON TULLY | Actuate Alliance Services Pty Ltd | Current | 2013-05-29 |
| GLEN STUART PALMER | Actuate Alliance Services Pty Ltd | Current | 2011-09-12 |
| JENNIFER ALICE ESKOLA | Actuate Alliance Services Pty Ltd | Current | 2011-06-14 |
| GALEN TRIENEN | Actuate Alliance Services Pty Ltd | Current | 2011-05-20 |
| SLOAN MICHAEL WILKINS | Actuate Alliance Services Pty Ltd | Current | 2009-03-01 |
| MEREDITH TREW | Actuate Alliance Services Pty Ltd | Current | 2006-10-03 |
| GLENDA MARIE SWEENEY | Actuate Alliance Services Pty Ltd | Current | 2005-10-01 |
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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.