IAN MORRISON (Adviser# 001006857) 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 1, 2005.
| Register Name | Financial Advisers |
| Adviser Name | IAN MORRISON |
| Adviser Number | 001006857 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000246845 STRATEGIC FINANCIAL PLANNERS PTY LTD |
| Licence ABN | 15065497270 |
| Adviser Start Date | 2005-01-01 |
| Appointing Representative Name | STRATEGIC FINANCIAL PLANNERS PTY LTD |
| Appointing Representative Number | 000246845 |
| Appointing Representative ABN | 15065497270 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association |
| Diploma of Financial Planning | Financial Planning Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000246845 | STRATEGIC FINANCIAL PLANNERS PTY LTD | 2005-01-01 - | STRATEGIC FINANCIAL PLANNERS PTY LTD |
| Licence Name | STRATEGIC FINANCIAL PLANNERS PTY LTD |
| Licence Number | 000246845 |
| Licence ABN | 15065497270 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES LIAM STEPHEN | Strategic Financial Planners Pty Ltd | Current | 2016-12-01 |
| LISA BROPHY | Strategic Financial Planners Pty Ltd | Ceased | 2012-11-23 |
| MICHAEL HOULIHAN | Strategic Financial Planners Pty Ltd | Current | 2009-06-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES LIAM STEPHEN | Strategic Financial Planners Pty Ltd | Current | 2016-12-01 |
| LISA BROPHY | Strategic Financial Planners Pty Ltd | Ceased | 2012-11-23 |
| MICHAEL HOULIHAN | Strategic Financial Planners Pty Ltd | Current | 2009-06-02 |
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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.