GREG LIDDY

Licensee: KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD.

GREG LIDDY (Adviser# 001004833) 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 May 16, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name GREG LIDDY
Adviser Number 001004833
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000247014
KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD.
Licence ABN 85086456377
Adviser Start Date 2011-05-16
Appointing Representative Name KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD.
Appointing Representative Number 000247014
Appointing Representative ABN 85086456377

Authorisations to provide financial product advice

  • GREG LIDDY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Bachelor of Commerce Monash University (Clayton)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000247014 KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD. 2011-05-16 - KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD.

Licensee Information

Licence Name KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD.
Licence Number 000247014
Licence ABN 85086456377

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRIS COLLINS Kelvin Anderson Financial Services Pty. Ltd. Current 2008-04-14
KELVIN DAVID ANDERSON Kelvin Anderson Financial Services Pty. Ltd. Current 2004-03-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRIS COLLINS Kelvin Anderson Financial Services Pty. Ltd. Current 2008-04-14
KELVIN DAVID ANDERSON Kelvin Anderson Financial Services Pty. Ltd. Current 2004-03-01

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.