ALAN DAVIES (Adviser# 001006066) 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 December 1, 2013.
| Register Name | Financial Advisers |
| Adviser Name | ALAN DAVIES |
| Adviser Number | 001006066 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1979 |
| Financial Service (AFS) Licence |
Licence# 000439239 RISK INSURANCE CONSULTANTS PTY. LTD. |
| Licence ABN | 81163644424 |
| Adviser Start Date | 2013-12-01 |
| Appointing Representative Name | ALAN K DAVIES PTY LTD |
| Appointing Representative Number | 000256600 |
| Appointing Representative ABN | 40001826473 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Investment Planning 1 | Tribeca |
| PS146 | Tibeca |
| PS146 | Tribeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000439239 | RISK INSURANCE CONSULTANTS PTY. LTD. | 2013-12-01 - | ALAN K DAVIES PTY LTD |
| 000331367 |
CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence controlled by: CLEARVIEW WEALTH LIMITED |
2011-07-01 - 2013-11-30 | ALAN DAVIES |
| 000240938 |
THE FINANCIALLINK GROUP PTY LTD
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED |
2004-02-01 - 2011-10-31 | ALAN K DAVIES PTY LTD |
| Licence Name | RISK INSURANCE CONSULTANTS PTY. LTD. |
| Licence Number | 000439239 |
| Licence ABN | 81163644424 |
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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.