ERIK DONERT (Adviser# 001001978) 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 December 7, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ERIK DONERT |
| Adviser Number | 001001978 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000405576 ADVOCATE ADVISORY PTY. LTD. |
| Licence ABN | 14150153503 |
| Adviser Start Date | 2017-12-07 |
| Appointing Representative Name | ADVOCATE ADVISORY PTY. LTD. |
| Appointing Representative Number | 000405576 |
| Appointing Representative ABN | 14150153503 |
| Memberships |
Australian Institute of Superannuation Trustees (AIST) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Pinnacle Financial Services Academy |
| Bachelor of Business (Financial Planning) | RMIT |
| CFP | Financial planning Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000405576 | ADVOCATE ADVISORY PTY. LTD. | 2017-12-07 - | ADVOCATE ADVISORY PTY. LTD. |
| 000235249 |
H.E.S.T. AUSTRALIA LTD.
Further restrictions: Authorised to provide personal financial product advice to retail clients on: a) HESTA b) HESTA Personal Super c) HESTA Income Stream |
2011-04-27 - 2017-12-04 | H.E.S.T. AUSTRALIA LTD. |
| Licence Name | ADVOCATE ADVISORY PTY. LTD. |
| Licence Number | 000405576 |
| Licence ABN | 14150153503 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| COLIN BRUCE PETTIGREW | Advocate Advisory Pty. Ltd. | Current | 2018-03-19 |
| ANDREW BOWRING | Advocate Advisory Pty. Ltd. | Current | 2018-01-22 |
| GILLIAN RODE | Advocate Advisory Pty. Ltd. | Current | 2017-12-07 |
| LOU D'ORAZIO | Advocate Advisory Pty. Ltd. | Current | 2017-11-17 |
| IAN LEONARD CHAPMAN | Advocate Advisory Pty. Ltd. | Ceased | 2017-11-06 |
| PETER JACKSON | Advocate Advisory Pty. Ltd. | Current | 2016-06-17 |
| MICHAEL JOSEPH HARKIN | Advocate Advisory Pty. Ltd. | Current | 2014-12-16 |
| MARGARET FRANKLIN | Advocate Advisory Pty. Ltd. | Current | 2013-05-22 |
| JASON VALENTINE DAVIS | Advocate Advisory Pty. Ltd. | Current | 2011-10-19 |
| WILLIAM LOUIS VINCENT SCHIRALLI | Advocate Advisory Pty. Ltd. | Current | 2011-09-30 |
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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.