ALAN MCCREDIE (Adviser# 001001334) 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 February 2, 2004.
| Register Name | Financial Advisers |
| Adviser Name | ALAN MCCREDIE |
| Adviser Number | 001001334 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1986 |
| Financial Service (AFS) Licence |
Licence# 000238770 ASCENT FINANCIAL STRATEGIES PTY. LIMITED |
| Licence ABN | 19078467893 |
| Licence Controlled By | ALAN MCCREDIE |
| Adviser Start Date | 2004-02-02 |
| Appointing Representative Name | ASCENT FINANCIAL STRATEGIES PTY. LIMITED |
| Appointing Representative Number | 000238770 |
| Appointing Representative ABN | 19078467893 |
| Memberships |
Chartered Financial Analyst Institute (CFA) Financial Planning Association of Australia (FPA) The Tax Institute |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | FPA |
| Chartered Financial Analyst | CFA Institute |
| Diploma of Financial Planning | IAFP & Deakin University |
| Master of Commerce | Financial Planning - University of Western Sydney |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238770 |
ASCENT FINANCIAL STRATEGIES PTY. LIMITED
Licence controlled by: ALAN MCCREDIE |
2004-02-02 - | ASCENT FINANCIAL STRATEGIES PTY. LIMITED |
| Licence Name | ASCENT FINANCIAL STRATEGIES PTY. LIMITED |
| Licence Number | 000238770 |
| Licence ABN | 19078467893 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PRAGASEN PILLAY | Ascent Financial Strategies Pty. Limited | Current | 2004-02-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PRAGASEN PILLAY | Ascent Financial Strategies Pty. Limited | Current | 2004-02-02 |
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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.