ADAM CASEY (Adviser# 001008485) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is October 24, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ADAM CASEY |
| Adviser Number | 001008485 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000243253 FINDEX ADVICE SERVICES PTY LTD |
| Licence ABN | 88090684521 |
| Licence Controlled By | FINDEX GROUP LIMITED |
| Adviser Start Date | 2016-10-24 |
| Adviser End Date | 2018-08-15 |
| Appointing Representative Name | FINDEX ADVICE SERVICES PTY LTD |
| Appointing Representative Number | 000243253 |
| Appointing Representative ABN | 88090684521 |
|
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000243253 |
FINDEX ADVICE SERVICES PTY LTD
Licence controlled by: FINDEX GROUP LIMITED |
2016-10-24 - 2018-08-15 | FINDEX ADVICE SERVICES PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2016-10-11 - 2016-10-21 | CHARTER FINANCIAL PLANNING LIMITED |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2016-06-01 - 2016-10-10 | CHARTER FINANCIAL PLANNING LIMITED |
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice. |
2014-01-23 - 2016-05-16 | AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2011-12-01 - 2013-12-01 | |
| 000233671 | AMP LIFE LIMITED | 2011-01-10 - 2011-08-26 |
| Licence Name | FINDEX ADVICE SERVICES PTY LTD |
| Licence Number | 000243253 |
| Licence ABN | 88090684521 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JESSICA SUZANNE BASSETT | Findex Advice Services Pty Ltd | Current | 2018-08-17 |
| STEVE ZARIFOPOULOS | Findex Advice Services Pty Ltd | Current | 2018-08-17 |
| MICHAEL JAMES SIMMONS | Findex Advice Services Pty Ltd | Current | 2018-08-03 |
| ASHISH RAJ PANDEY | Findex Advice Services Pty Ltd | Current | 2018-07-31 |
| ANTHONY PEEL | Findex Advice Services Pty Ltd | Current | 2018-07-30 |
| LEANNA KATSIKARIS | Findex Advice Services Pty Ltd | Current | 2018-07-16 |
| BRADLEY RYAN WATERS | Findex Advice Services Pty Ltd | Current | 2018-07-04 |
| WAYNE LESLIE HIGGINS | Findex Advice Services Pty Ltd | Current | 2018-07-03 |
| ADRIAN MORLEY | Findex Advice Services Pty Ltd | Current | 2018-06-20 |
| MATTHEW CHRISTOPHER HAWKES | Findex Advice Services Pty Ltd | Current | 2018-05-18 |
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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.