PETER HALLEN (Adviser# 001002088) 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 26, 2015.
| Register Name | Financial Advisers |
| Adviser Name | PETER HALLEN |
| Adviser Number | 001002088 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000407092 SKYBRIDGE PORTFOLIOS PTY LTD |
| Licence ABN | 47149093069 |
| Adviser Start Date | 2015-03-26 |
| Appointing Representative Name | SKYBRIDGE PORTFOLIOS PTY LTD |
| Appointing Representative Number | 000407092 |
| Appointing Representative ABN | 47149093069 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services | Kaplan |
| Diploma of Financial Services | Tribeca |
| Margin Lending and Geared Investment | Kaplan |
| Masters of Commerce | UNSW |
| SMSF Certification | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000407092 | SKYBRIDGE PORTFOLIOS PTY LTD | 2015-03-26 - | SKYBRIDGE PORTFOLIOS PTY LTD |
| 000225982 |
AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE |
2010-01-07 - 2013-12-02 | |
| 000240294 | A.C.N. 003 576 903 PTY LIMITED | 2006-01-06 - 2010-01-06 |
| Licence Name | SKYBRIDGE PORTFOLIOS PTY LTD |
| Licence Number | 000407092 |
| Licence ABN | 47149093069 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRISTOPHER MICHAEL WRIGHT | Skybridge Portfolios Pty Ltd | Current | 2018-05-07 |
| CAMERON GOSSON | Skybridge Portfolios Pty Ltd | Current | 2016-06-18 |
| JASON BIRCH | Skybridge Portfolios Pty Ltd | Current | 2015-03-26 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRISTOPHER MICHAEL WRIGHT | Skybridge Portfolios Pty Ltd | Current | 2018-05-07 |
| CAMERON GOSSON | Skybridge Portfolios Pty Ltd | Current | 2016-06-18 |
| JASON BIRCH | Skybridge Portfolios Pty Ltd | Current | 2015-03-26 |
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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.