DAVID RICHARD ZALOUDEK


Licensee: MARITIME FINANCIAL SERVICES PTY LIMITED

DAVID RICHARD ZALOUDEK (Adviser# 001004100) 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 2, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID RICHARD ZALOUDEK
Adviser Number 001004100
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000241735
MARITIME FINANCIAL SERVICES PTY LIMITED
Licence ABN 16105319202
Adviser Start Date 2018-07-02
Appointing Representative Name MARITIME FINANCIAL SERVICES PTY LIMITED
Appointing Representative Number 000241735
Appointing Representative ABN 16105319202
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DAVID RICHARD ZALOUDEK
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan Professional
Diploma of Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000241735 MARITIME FINANCIAL SERVICES PTY LIMITED 2018-07-02 - MARITIME FINANCIAL SERVICES PTY LIMITED
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
2018-05-02 - 2018-06-29 COMMONWEALTH FINANCIAL PLANNING LIMITED
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
2014-05-26 - 2017-12-22 COMMONWEALTH FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name MARITIME FINANCIAL SERVICES PTY LIMITED
Licence Number 000241735
Licence ABN 16105319202

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANDREW SCOTT ARNOLD Maritime Financial Services Pty Limited Current 2016-10-03
STEPHEN BOYD Maritime Financial Services Pty Limited Ceased 2016-09-19
CASSANDRA MICHELLE ROWE Maritime Financial Services Pty Limited Ceased 2015-09-28
KINGA GLIWSKA Maritime Financial Services Pty Limited Ceased 2015-06-02
CHRIS KOTSIOFIS Maritime Financial Services Pty Limited Current 2012-07-01
JAMES NICHOLAS ATLEY Maritime Financial Services Pty Limited Ceased 2012-07-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANDREW SCOTT ARNOLD Maritime Financial Services Pty Limited Current 2016-10-03
STEPHEN BOYD Maritime Financial Services Pty Limited Ceased 2016-09-19
CASSANDRA MICHELLE ROWE Maritime Financial Services Pty Limited Ceased 2015-09-28
KINGA GLIWSKA Maritime Financial Services Pty Limited Ceased 2015-06-02
CHRIS KOTSIOFIS Maritime Financial Services Pty Limited Current 2012-07-01
JAMES NICHOLAS ATLEY Maritime Financial Services Pty Limited Ceased 2012-07-01

Competitor

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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.