FIONA OLMEDO (Adviser# 001234535) 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 17, 2015.
Register Name | Financial Advisers |
Adviser Name | FIONA OLMEDO |
Adviser Number | 001234535 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2011 |
Financial Service (AFS) Licence |
Licence# 000258853 ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
Licence ABN | 25107671563 |
Licence Controlled By | Mayfair Limited |
Adviser Start Date | 2015-08-17 |
Appointing Representative Name | ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
Appointing Representative Number | 000258853 |
Appointing Representative ABN | 25107671563 |
Memberships | Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Knowledge and Skills - Kaplan |
|
Advanced Diploma of Financial Planning | Tribeca Learning |
Advanced Diploma of Financial Services (Financial Planning) | Tribeca |
Self Managed Super Funds | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000258853 |
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Licence controlled by: Mayfair Limited |
2015-08-17 - | ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
000233724 | BT FUNDS MANAGEMENT LIMITED | 2012-10-01 - 2015-08-14 | FIONA OLMEDO |
000232705 |
HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2012-02-01 - 2012-08-01 | FIONA OLMEDO |
000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2011-02-01 - 2012-02-01 | FIONA OLMEDO |
000237502 | MACQUARIE BANK LIMITED | 2010-02-01 - 2011-02-01 | FIONA OLMEDO |
Licence Name | ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
Licence Number | 000258853 |
Licence ABN | 25107671563 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
GARY IAN WALKER | Anne Street Partners Financial Services Pty Ltd | Current | 2018-08-01 |
KAREN MAI LEWIS | Anne Street Partners Financial Services Pty Ltd | Current | 2018-07-02 |
BRENDAN FLETCHER GOW | Anne Street Partners Financial Services Pty Ltd | Current | 2018-06-25 |
ANDREW LAI | Anne Street Partners Financial Services Pty Ltd | Current | 2018-04-11 |
TERRY ROGER CAVE | Anne Street Partners Financial Services Pty Ltd | Current | 2018-02-27 |
ASHLEY SHARPE | Anne Street Partners Financial Services Pty Ltd | Ceased | 2017-09-28 |
TRENT ASHLEY BELL | Anne Street Partners Financial Services Pty Ltd | Current | 2017-09-06 |
ISABELLE ROSE DIXON | Anne Street Partners Financial Services Pty Ltd | Current | 2017-09-06 |
SHABHINA PARAMANATHAN | Anne Street Partners Financial Services Pty Ltd | Current | 2016-12-02 |
TRAVIS FRANCIS STANLEY | Anne Street Partners Financial Services Pty Ltd | Current | 2016-11-17 |
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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.