PAUL CARCALLAS (Adviser# 001239463) 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 June 28, 2018.
| Register Name | Financial Advisers |
| Adviser Name | PAUL CARCALLAS |
| Adviser Number | 001239463 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000505615 ETHICAL PLANNERS PTY LTD |
| Adviser Start Date | 2018-06-28 |
| Appointing Representative Name | ETHICAL PLANNERS PTY LTD |
| Appointing Representative Number | 000505615 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Australian taxation Law for Tax (Financial) | International Institute of Technology |
| Australian taxation Law for Tax (Financial) | International Institute of Technology |
| Bachelor of Property and Sustainable Development | Bond University |
| Bachelor of Property and Sustainable Development | Bond University |
| Commercial Law for Tax (Financial) Advisers | International Institute of Technology |
| Commercial Law for Tax (Financial) Advisers | International Institute of Technology |
| Diploma of Financial Planning | International Institute of Technology |
| Diploma of Financial Planning | International Institute of Technology |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000505615 | ETHICAL PLANNERS PTY LTD | 2018-06-28 - | ETHICAL PLANNERS PTY LTD |
| 000502654 |
THE ADVISORY FIRM PTY LTD
Licence controlled by: Naomi Skye PRASSINAS ~ Paul Vincent CARCALLAS |
2018-01-16 - | THE ADVISORY FIRM PTY LTD |
| 000344762 | SENTINEL PRIVATE WEALTH PTY LTD | 2016-10-27 - 2018-01-12 | SENTINEL PRIVATE WEALTH PTY LTD |
| 000434290 | PROFESSIONAL REPRESENTATIVES PTY LTD | 2016-02-19 - 2016-08-31 | PAUL CARCALLAS |
| Licence Name | ETHICAL PLANNERS PTY LTD |
| Licence Number | 000505615 |
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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.