PETER JOHN SMALL (Adviser# 001000466) 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 3, 2011.
| Register Name | Financial Advisers |
| Adviser Name | PETER JOHN SMALL |
| Adviser Number | 001000466 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000389518 FLUID FINANCIAL PLANNING PTY LTD |
| Licence ABN | 85140515680 |
| Adviser Start Date | 2011-03-03 |
| Appointing Representative Name | FLUID FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000389518 |
| Appointing Representative ABN | 85140515680 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce Accounting | University of Western Sydney |
| CPA | CPA Australia |
| Certified Financial Planner | Financial Planning Association |
| Graduate Diploma Applied Finance and Investments | Securities Institute Australia |
| Self Managed Super Fund Program | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000389518 | FLUID FINANCIAL PLANNING PTY LTD | 2011-03-03 - | FLUID FINANCIAL PLANNING PTY LTD |
| 000286531 |
SWITZER FINANCIAL GROUP PTY LTD
Licence controlled by: MARTIN ALEXANDER PUBLICATIONS PTY LTD |
2007-05-14 - 2011-02-28 |
| Licence Name | FLUID FINANCIAL PLANNING PTY LTD |
| Licence Number | 000389518 |
| Licence ABN | 85140515680 |
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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.