CHARLES FRANCIS HEEREY (Adviser# 001006333) 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 January 13, 2014.
| Register Name | Financial Advisers |
| Adviser Name | CHARLES FRANCIS HEEREY |
| Adviser Number | 001006333 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000245421 BAILLIEU HOLST LTD |
| Licence ABN | 74006519393 |
| Adviser Start Date | 2014-01-13 |
| Appointing Representative Name | BAILLIEU HOLST LTD |
| Appointing Representative Number | 000245421 |
| Appointing Representative ABN | 74006519393 |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX DERIVATIVES ACCREDITATION | AUSTRALIAN FINANCIAL MARKETS ASSOCIATION |
| BACHELOR OF ECONOMICS | MONASH UNIVERSITY |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000245421 | BAILLIEU HOLST LTD | 2014-01-13 - | BAILLIEU HOLST LTD |
| 000246796 | PHILLIP CAPITAL TRADING PTY LTD | 2011-11-01 - 2013-12-31 |
| Licence Name | BAILLIEU HOLST LTD |
| Licence Number | 000245421 |
| Licence ABN | 74006519393 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARC ROLAND WYSS | Baillieu Holst Ltd | Current | 2018-07-02 |
| NICHOLAS WINSTANLEY BIRD | Baillieu Holst Ltd | Current | 2018-07-02 |
| SIMON WILLIAM MARTIN | Baillieu Holst Ltd | Current | 2018-06-02 |
| CRAIG HUTCHINSON | Baillieu Holst Ltd | Current | 2018-06-01 |
| HARRY JOHN RUMBLE | Baillieu Holst Ltd | Current | 2017-10-05 |
| ANDREW SCOTT GREEN | Baillieu Holst Ltd | Current | 2017-08-24 |
| GEORGE COLIN SMITH | Baillieu Holst Ltd | Current | 2017-06-12 |
| STEPHEN ALEXANDER GODFREY | Baillieu Holst Ltd | Current | 2017-01-09 |
| CAMERON JOHN PRATT | Baillieu Holst Ltd | Current | 2016-10-03 |
| ADAM SPICER | Baillieu Holst Ltd | Current | 2016-09-26 |
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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.