TERRY BARBER

Licensee: LIFEWEALTH PTY LTD

TERRY BARBER (Adviser# 001003219) 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 August 13, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name TERRY BARBER
Adviser Number 001003219
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000279615
LIFEWEALTH PTY LTD
Licence ABN 79100448182
Licence Controlled By JAMES LEIGH VANDALOO
PAUL THOMAS MCKERNAN
Adviser Start Date 2015-08-13
Appointing Representative Name LIFEWEALTH PTY LTD
Appointing Representative Number 000279615
Appointing Representative ABN 79100448182
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • TERRY BARBER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Tribeca Learning
Diploma of Financial Planning Integratec
Margin Lending and Geared Investments Kaplan Professional Education
Self Managed Superannuation Funds Tribeca Learning

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000279615 LIFEWEALTH PTY LTD
Licence controlled by: JAMES LEIGH VANDALOO ~ PAUL THOMAS MCKERNAN
2015-08-13 - LIFEWEALTH PTY LTD
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2004-02-09 - 2015-08-10 WESTPAC BANKING CORPORATION

Licensee Information

Licence Name LIFEWEALTH PTY LTD
Licence Number 000279615
Licence ABN 79100448182

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARK PETER HENRY Lifewealth Pty Ltd Current 2018-01-09
PHOEBE CRAVEN Lifewealth Pty Ltd Current 2017-10-13
ALAN DAVID BLACKWELL Lifewealth Pty Ltd Current 2017-06-02
MICHAEL LIROSI Lifewealth Pty Ltd Current 2017-06-02
SIMON MATTHEW SCHEMBRI Lifewealth Pty Ltd Current 2015-10-21
JASON EDWARD HARWOOD Lifewealth Pty Ltd Current 2014-08-26
JAMES LEIGH VANDELOO Lifewealth Pty Ltd Current 2007-04-02
PAUL THOMAS MCKERNAN Lifewealth Pty Ltd Current 2004-11-29

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARK PETER HENRY Lifewealth Pty Ltd Current 2018-01-09
PHOEBE CRAVEN Lifewealth Pty Ltd Current 2017-10-13
ALAN DAVID BLACKWELL Lifewealth Pty Ltd Current 2017-06-02
MICHAEL LIROSI Lifewealth Pty Ltd Current 2017-06-02
SIMON MATTHEW SCHEMBRI Lifewealth Pty Ltd Current 2015-10-21
JASON EDWARD HARWOOD Lifewealth Pty Ltd Current 2014-08-26
JAMES LEIGH VANDELOO Lifewealth Pty Ltd Current 2007-04-02
PAUL THOMAS MCKERNAN Lifewealth Pty Ltd Current 2004-11-29

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Dataset Information

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.