DEAN LESLIE BARTLETT (Adviser# 001002673) 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 October 21, 2004.
| Register Name | Financial Advisers |
| Adviser Name | DEAN LESLIE BARTLETT |
| Adviser Number | 001002673 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000240023 AUSTRALIAN EXECUTOR TRUSTEES LIMITED |
| Licence ABN | 84007869794 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2004-10-21 |
| Appointing Representative Name | AUSTRALIAN EXECUTOR TRUSTEES LIMITED |
| Appointing Representative Number | 000240023 |
| Appointing Representative ABN | 84007869794 |
| Memberships |
Association of Financial Advisers (AFA) FINSIA Institute of Public Accountants (IPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Entry Level Competencies | Tribeca |
| Investment Planning 1 | Tribeca |
| Investment Planning 2 | Tribeca |
| Superannuation & Retirement Planning | Tribeca |
| Taxation Planning | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240023 |
AUSTRALIAN EXECUTOR TRUSTEES LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2004-10-21 - | AUSTRALIAN EXECUTOR TRUSTEES LIMITED |
| Licence Name | AUSTRALIAN EXECUTOR TRUSTEES LIMITED |
| Licence Number | 000240023 |
| Licence ABN | 84007869794 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JULIE ROBYN STEED | Australian Executor Trustees Limited | Current | 2018-06-18 |
| DYLAN STEPHEN EVANS | Australian Executor Trustees Limited | Ceased | 2010-11-03 |
| JANE LOUISE MCGOWN | Australian Executor Trustees Limited | Ceased | 2004-10-21 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JULIE ROBYN STEED | Australian Executor Trustees Limited | Current | 2018-06-18 |
| DYLAN STEPHEN EVANS | Australian Executor Trustees Limited | Ceased | 2010-11-03 |
| JANE LOUISE MCGOWN | Australian Executor Trustees Limited | Ceased | 2004-10-21 |
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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.