DAVID LENNAN (Adviser# 001000495) 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, 2013.
| Register Name | Financial Advisers |
| Adviser Name | DAVID LENNAN |
| Adviser Number | 001000495 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000436298 INTEGRITY PRIVATE WEALTH PTY LTD |
| Licence ABN | 45161731479 |
| Adviser Start Date | 2013-10-01 |
| Appointing Representative Name | INTEGRITY PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000436298 |
| Appointing Representative ABN | 45161731479 |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Accredited Derivatives Adviser | Kaplan |
| Bachelor Applied Sc | Newcastle |
| Diploma Financial Planning | Tribeca |
| Diploma Stockbroking | Stockbrokers Association |
| Graduate Diploma Applied Finance | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000436298 | INTEGRITY PRIVATE WEALTH PTY LTD | 2013-10-01 - | INTEGRITY PRIVATE WEALTH PTY LTD |
| 000238375 |
WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD |
2005-09-01 - 2013-09-30 |
| Licence Name | INTEGRITY PRIVATE WEALTH PTY LTD |
| Licence Number | 000436298 |
| Licence ABN | 45161731479 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TIMOTHY FULLER | Integrity Private Wealth Pty Ltd | Current | 2018-07-01 |
| SIMON JAMES O'DONNELL | Integrity Private Wealth Pty Ltd | Current | 2013-06-04 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TIMOTHY FULLER | Integrity Private Wealth Pty Ltd | Current | 2018-07-01 |
| SIMON JAMES O'DONNELL | Integrity Private Wealth Pty Ltd | Current | 2013-06-04 |
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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.