ROBERT JAMES LAYFIELD (Adviser# 001007967) 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 August 30, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT JAMES LAYFIELD |
| Adviser Number | 001007967 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000221235 OZPLAN FINANCIAL SERVICES PTY LTD |
| Licence ABN | 35005391202 |
| Adviser Start Date | 2016-08-30 |
| Appointing Representative Name | OZPLAN FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000221235 |
| Appointing Representative ABN | 35005391202 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certifciate IV in Finance & Mortage Broking | Kaplan |
| Graduate Certifciate of Finance | Curtin University |
| Master of Financial Planning | Curtain University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000221235 | OZPLAN FINANCIAL SERVICES PTY LTD | 2016-08-30 - | OZPLAN FINANCIAL SERVICES PTY LTD |
| 000383169 | WATTLE PARTNERS PTY LTD | 2015-04-09 - 2016-06-30 | WATTLE PARTNERS PTY LTD |
| 000329868 | BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & THE TRUSTEE FOR HICKEY FAMILY TRUST & THE TRUSTE | 2013-10-01 - 2014-12-15 | |
| 000383169 | WATTLE PARTNERS PTY LTD | 2013-03-15 - 2013-08-28 |
| Licence Name | OZPLAN FINANCIAL SERVICES PTY LTD |
| Licence Number | 000221235 |
| Licence ABN | 35005391202 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| VICKI JOY DOSSER | Ozplan Financial Services Pty Ltd | Current | 2017-05-22 |
| TIMOTHY MARTIN BUCKLEY | Ozplan Financial Services Pty Ltd | Current | 2017-04-10 |
| ROSS WILLIAM DEEATH | Ozplan Financial Services Pty Ltd | Current | 2017-04-10 |
| JESSICA ELYSE NANCE | Ozplan Financial Services Pty Ltd | Current | 2017-04-10 |
| ANDREW GEORGE DALRYMPLE | Ozplan Financial Services Pty Ltd | Current | 2017-04-01 |
| KATRINA JANE MAGYAR | Ozplan Financial Services Pty Ltd | Current | 2017-04-01 |
| ANNA - MAREE MCINTOSH | Ozplan Financial Services Pty Ltd | Current | 2017-04-01 |
| ANNA AGATI | Ozplan Financial Services Pty Ltd | Current | 2017-04-01 |
| STEFAN ANGELINI | Ozplan Financial Services Pty Ltd | Current | 2017-03-29 |
| BREE KRISTIE HANSLOW | Ozplan Financial Services Pty Ltd | Current | 2017-01-20 |
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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.