PHILIP IAN WINDSOR (Adviser# 001000833) 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 August 12, 2010.
| Register Name | Financial Advisers |
| Adviser Name | PHILIP IAN WINDSOR |
| Adviser Number | 001000833 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000318597 CHRYSALIS LIFESTYLE PLANNING PTY LTD |
| Licence ABN | 22127418982 |
| Adviser Start Date | 2010-08-12 |
| Appointing Representative Name | CHRYSALIS LIFESTYLE PLANNING PTY LTD |
| Appointing Representative Number | 000318597 |
| Appointing Representative ABN | 22127418982 |
| Memberships |
Association of Financial Advisers (AFA) Association of Independently Owned Financial Professionals (AIOFP) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor Of Arts With Diploma Of Education | Macquarie University |
| Certificate III Course In Investment & Personal Financial Planning | Investment Training College |
| Certificate IV in Financial PLanning | Integratec |
| Diploma of Financial Planning | Financial Planning Association of Australia Limited |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000318597 | CHRYSALIS LIFESTYLE PLANNING PTY LTD | 2010-08-12 - | CHRYSALIS LIFESTYLE PLANNING PTY LTD |
| 000318597 | CHRYSALIS LIFESTYLE PLANNING PTY LTD | 2008-07-01 - 2010-08-10 | |
| 000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED |
2003-12-01 - 2008-07-01 | PHILIP WINDSOR |
| Licence Name | CHRYSALIS LIFESTYLE PLANNING PTY LTD |
| Licence Number | 000318597 |
| Licence ABN | 22127418982 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GARY WINSTON PIKE | Chrysalis Lifestyle Planning Pty Ltd | Ceased | 2017-08-02 |
| MICHAEL ALEXANDER PRICE | Chrysalis Lifestyle Planning Pty Ltd | Current | 2016-09-29 |
| JUSTINE KITTO | Chrysalis Lifestyle Planning Pty Ltd | Current | 2013-05-01 |
| JOANNA TAPINA WIHONGI | Chrysalis Lifestyle Planning Pty Ltd | Current | 2013-03-06 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GARY WINSTON PIKE | Chrysalis Lifestyle Planning Pty Ltd | Ceased | 2017-08-02 |
| MICHAEL ALEXANDER PRICE | Chrysalis Lifestyle Planning Pty Ltd | Current | 2016-09-29 |
| JUSTINE KITTO | Chrysalis Lifestyle Planning Pty Ltd | Current | 2013-05-01 |
| JOANNA TAPINA WIHONGI | Chrysalis Lifestyle Planning Pty Ltd | Current | 2013-03-06 |
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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.