JOSEPH PORTELLI (Adviser# 001000195) 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 March 31, 2008.
| Register Name | Financial Advisers |
| Adviser Name | JOSEPH PORTELLI |
| Adviser Number | 001000195 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000237314 STEWART PARTNERS PTY LIMITED |
| Licence ABN | 26082828948 |
| Licence Controlled By |
APW PARTNERS PTY LTD [Date Ceased: 12/10/2017] STEWART PARTNERS PTY LIMITED Nigel Alan Douglas STEWART |
| Adviser Start Date | 2008-03-31 |
| Appointing Representative Name | STEWART PARTNERS PTY LIMITED |
| Appointing Representative Number | 000237314 |
| Appointing Representative ABN | 26082828948 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | University of Sydney |
| Certificate | Margin Lending & Geared Investments - Kaplan |
| Certificate of Applied SMSF Advice | Australian Executor Trustees |
| Diploma of Financial Planning | CFP - Deakin University |
| Diploma of Superannuation Management | Association of Superannuation Funds of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237314 |
STEWART PARTNERS PTY LIMITED
Licence controlled by: APW PARTNERS PTY LTD [Date Ceased: 12/10/2017] ~ STEWART PARTNERS PTY LIMITED ~ Nigel Alan Douglas STEWART |
2008-03-31 - | STEWART PARTNERS PTY LIMITED |
| Licence Name | STEWART PARTNERS PTY LIMITED |
| Licence Number | 000237314 |
| Licence ABN | 26082828948 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER HOWARD BEINS | Stewart Partners Pty Limited | Current | 2017-11-01 |
| TONI NATALIE TAYLOR | Stewart Partners Pty Limited | Current | 2017-10-01 |
| ANTONY PAUL SELBY | Stewart Partners Pty Limited | Current | 2017-03-20 |
| BRENDON MATTHEW VADE | Stewart Partners Pty Limited | Current | 2016-05-17 |
| ALISON HARMAN | Stewart Partners Pty Limited | Ceased | 2013-04-15 |
| ANGELIQUE POULAKAS | Stewart Partners Pty Limited | Ceased | 2010-06-16 |
| RICK WALKER | Stewart Partners Pty Limited | Current | 2007-10-15 |
| NIGEL STEWART | Stewart Partners Pty Limited | Current | 2004-11-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER HOWARD BEINS | Stewart Partners Pty Limited | Current | 2017-11-01 |
| TONI NATALIE TAYLOR | Stewart Partners Pty Limited | Current | 2017-10-01 |
| ANTONY PAUL SELBY | Stewart Partners Pty Limited | Current | 2017-03-20 |
| BRENDON MATTHEW VADE | Stewart Partners Pty Limited | Current | 2016-05-17 |
| ALISON HARMAN | Stewart Partners Pty Limited | Ceased | 2013-04-15 |
| ANGELIQUE POULAKAS | Stewart Partners Pty Limited | Ceased | 2010-06-16 |
| RICK WALKER | Stewart Partners Pty Limited | Current | 2007-10-15 |
| NIGEL STEWART | Stewart Partners Pty Limited | Current | 2004-11-01 |
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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.