GRANT MATHEW ALLEYN (Adviser# 001002211) 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 July 16, 2012.
| Register Name | Financial Advisers |
| Adviser Name | GRANT MATHEW ALLEYN |
| Adviser Number | 001002211 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1992 |
| Financial Service (AFS) Licence |
Licence# 000420125 ALLEGRA WEALTH PTY LIMITED |
| Licence ABN | 65154288927 |
| Adviser Start Date | 2012-07-16 |
| Appointing Representative Name | ALLEGRA WEALTH PTY LIMITED |
| Appointing Representative Number | 000420125 |
| Appointing Representative ABN | 65154288927 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Accounting & Computing) | UNE |
| Certified Practicing Accountant | CPA |
| Diploma of Financial Planning | Financial Planning Association |
| Graduate Diploma in Applied Finance & Investment | Securities Institute of Australia |
| SMSF Specialist Advisor | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000420125 | ALLEGRA WEALTH PTY LIMITED | 2012-07-16 - | ALLEGRA WEALTH PTY LIMITED |
| 000234661 |
KING FINANCIAL SERVICES PTY LTD
Licence controlled by: AMP LIMITED |
2002-01-16 - 2012-07-06 |
| Licence Name | ALLEGRA WEALTH PTY LIMITED |
| Licence Number | 000420125 |
| Licence ABN | 65154288927 |
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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.