WESSEL HENDRIK SWART (Adviser# 001235796) 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 July 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | WESSEL HENDRIK SWART |
| Adviser Number | 001235796 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000449221 ALLIANCE WEALTH PTY LTD |
| Licence ABN | 93161647007 |
| Licence Controlled By |
CENTREPOINT ALLIANCE LIMITED CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] |
| Adviser Start Date | 2018-07-02 |
| Appointing Representative Name | BALANCED FINANCIAL WEALTH PTY LTD |
| Appointing Representative Number | 001265745 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
| Further Restrictions | Authorised to provide the following financial advice only; the establishment or winding up of a self managed super fund (SMSF); preparing an investment strategy for the SMSF; superannuation contributions for the SMSF; and pension arrangements for the SMSF. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Kaplan Professional |
| Self Managed Superannuation Funds | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000449221 |
ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] Further restrictions: Authorised to provide the following financial advice only; the establishment or winding up of a self managed super fund (SMSF); preparing an investment strategy for the SMSF; superannuation contributions for the SMSF; and pension arrangements for the SMSF. |
2018-07-02 - | BALANCED FINANCIAL WEALTH PTY LTD |
| 000230323 |
CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD Further restrictions: Financial Product Advice is limited to SMSF's with regards to the establishment, structuring, retention or termination of an SMSF. |
2017-06-28 - 2018-06-29 | CONSULTUM FINANCIAL ADVISERS PTY LTD |
| 000223135 |
CAPSTONE FINANCIAL PLANNING PTY LTD
Further restrictions: Is only authorised to: provide financial product advice on self managed superannuation funds; arrange to deal in an interest in a self managed superannuation fund; provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; provide class of product advice on the following: superannuation products; securities; simple managed investment schemes; life risk insurance products; and basic deposit products. |
2015-09-28 - 2017-06-28 | ACCOUNT(ABLE) FINANCIAL PLANNERS PTY LTD |
| Licence Name | ALLIANCE WEALTH PTY LTD |
| Licence Number | 000449221 |
| Licence ABN | 93161647007 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PETER-JAMES MACKINNON CAMERON | Alliance Wealth Pty Ltd | Current | 2018-08-10 |
| ANTONIO MORO | Alliance Wealth Pty Ltd | Current | 2018-08-01 |
| JASMYN PFEIFFER | Alliance Wealth Pty Ltd | Current | 2018-08-01 |
| JEFFREY BOWMAN | Alliance Wealth Pty Ltd | Current | 2018-07-27 |
| TRACEY MARGARET PRATTLEY | Alliance Wealth Pty Ltd | Current | 2018-07-26 |
| LUKE THOMAS SALTMARSH | Alliance Wealth Pty Ltd | Current | 2018-07-13 |
| MICHAEL PAUL FARMER | Alliance Wealth Pty Ltd | Current | 2018-07-06 |
| RUSSELL W GILBERT | Alliance Wealth Pty Ltd | Current | 2018-07-02 |
| MICHAEL EDWARD BELCHER | Alliance Wealth Pty Ltd | Current | 2018-07-02 |
| CASSANDRA SORBY-ADAMS | Alliance Wealth Pty Ltd | Current | 2018-06-01 |
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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.