ALAN CRUTE (Adviser# 001006404) 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 February 14, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ALAN CRUTE |
| Adviser Number | 001006404 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1985 |
| Financial Service (AFS) Licence |
Licence# 000472387 SEQUOIA WEALTH MANAGEMENT PTY LTD |
| Adviser Start Date | 2017-02-14 |
| Appointing Representative Name | SEQUOIA WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000472387 |
| Memberships | CPA Australia (CPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ADA2 | ASX |
| ASIC PS146 Compliance (Securities and Managed Investments) | Securities and Derivatives Industry Association |
| Graduate Diploma in Accounting | Victoria College |
| Margin Lending | Stockbrokers Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000472387 | SEQUOIA WEALTH MANAGEMENT PTY LTD | 2017-02-14 - | SEQUOIA WEALTH MANAGEMENT PTY LTD |
| 000297950 |
D2MX PTY LTD
Licence controlled by: SEQUOIA FINANCIAL GROUP LTD |
2015-11-24 - 2017-04-10 | D2MX PTY LTD |
| 000239052 |
PATERSONS SECURITIES LIMITED
Licence controlled by: PATERSONS SECURITIES LIMITED Further restrictions: Authorised to provide personal financial product advice to retail clients on: Derivatives - Level 1 and 2. |
2009-11-02 - 2015-11-20 | PATERSONS SECURITIES LIMITED |
| Licence Name | SEQUOIA WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000472387 |
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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.