SIMON D'ORTENZIO (Adviser# 001002146) 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 1, 2014.
| Register Name | Financial Advisers |
| Adviser Name | SIMON D'ORTENZIO |
| Adviser Number | 001002146 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000247127 INTRINSIC INVESTMENT MANAGEMENT PTY. LTD. |
| Licence ABN | 26095183814 |
| Adviser Start Date | 2014-02-01 |
| Appointing Representative Name | INTRINSIC INVESTMENT MANAGEMENT PTY. LTD. |
| Appointing Representative Number | 000247127 |
| Appointing Representative ABN | 26095183814 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Economic and Finance) | RMIT University |
| Master of Business (Economics) | Monash University |
| RG 146 | Kaplan Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000247127 | INTRINSIC INVESTMENT MANAGEMENT PTY. LTD. | 2014-02-01 - | INTRINSIC INVESTMENT MANAGEMENT PTY. LTD. |
| Licence Name | INTRINSIC INVESTMENT MANAGEMENT PTY. LTD. |
| Licence Number | 000247127 |
| Licence ABN | 26095183814 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| HUGH CAMERON | Intrinsic Investment Management Pty. Ltd. | Ceased | 2013-12-01 |
| JAMES TYLER | Intrinsic Investment Management Pty. Ltd. | Current | 2010-01-02 |
| WILLIAM MORGAN | Intrinsic Investment Management Pty. Ltd. | Current | 2005-07-01 |
| GLENN WOOLLEY | Intrinsic Investment Management Pty. Ltd. | Current | 2004-03-03 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| HUGH CAMERON | Intrinsic Investment Management Pty. Ltd. | Ceased | 2013-12-01 |
| JAMES TYLER | Intrinsic Investment Management Pty. Ltd. | Current | 2010-01-02 |
| WILLIAM MORGAN | Intrinsic Investment Management Pty. Ltd. | Current | 2005-07-01 |
| GLENN WOOLLEY | Intrinsic Investment Management Pty. Ltd. | Current | 2004-03-03 |
Please comment or provide details below to improve the information on .
| 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.