PHILLIP CLANCY (Adviser# 001000329) 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 September 5, 2005.
| Register Name | Financial Advisers |
| Adviser Name | PHILLIP CLANCY |
| Adviser Number | 001000329 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000243268 ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD |
| Licence ABN | 28093569941 |
| Adviser Start Date | 2005-09-05 |
| Appointing Representative Name | ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD |
| Appointing Representative Number | 000243268 |
| Appointing Representative ABN | 28093569941 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business(Business Mangement/Marketing) with Distinction | Charles Sturt University |
| Certified Financial Planner | FPA |
| Diploma of Financial Planning | Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000243268 | ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD | 2005-09-05 - | ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD |
| Licence Name | ADAMS & ASSOCIATES FINANCIAL PLANNERS PTY LTD |
| Licence Number | 000243268 |
| Licence ABN | 28093569941 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BLAIR CARTER CAMPBELL | Adams & Associates Financial Planners Pty Ltd | Current | 2016-08-05 |
| TIMOTHY RUDD | Adams & Associates Financial Planners Pty Ltd | Current | 2004-03-11 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BLAIR CARTER CAMPBELL | Adams & Associates Financial Planners Pty Ltd | Current | 2016-08-05 |
| TIMOTHY RUDD | Adams & Associates Financial Planners Pty Ltd | Current | 2004-03-11 |
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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.