DANIEL WEEKS (Adviser# 001239511) 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 February 11, 2016.
| Register Name | Financial Advisers |
| Adviser Name | DANIEL WEEKS |
| Adviser Number | 001239511 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000230510 UNIFIED FINANCIAL SERVICES PTY LTD |
| Licence ABN | 31066587602 |
| Adviser Start Date | 2016-02-11 |
| Adviser End Date | 2016-05-13 |
| Appointing Representative Name | UNIFIED FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000230510 |
| Appointing Representative ABN | 31066587602 |
|
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000230510 | UNIFIED FINANCIAL SERVICES PTY LTD | 2016-02-11 - 2016-05-13 | UNIFIED FINANCIAL SERVICES PTY LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2014-06-12 - 2016-01-08 | |
| 000224645 |
ELDERS FINANCIAL PLANNING PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED ~ ELDERS RURAL SERVICES AUSTRALIA LIMITED |
2012-12-14 - 2014-06-06 | |
| 000244252 |
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2012-09-14 - 2014-06-06 | |
| 000237898 |
BENDIGO FINANCIAL PLANNING LIMITED
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED |
2010-05-01 - 2012-08-30 | |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2007-10-01 - 2010-04-30 |
| Licence Name | UNIFIED FINANCIAL SERVICES PTY LTD |
| Licence Number | 000230510 |
| Licence ABN | 31066587602 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| FRANK D'ALESIO-TREMANTE | Unified Financial Services Pty Ltd | Current | 2016-12-01 |
| LISA HALEY | Unified Financial Services Pty Ltd | Current | 2004-07-01 |
| MICHELLE SHARON TATE-LOVERY | Unified Financial Services Pty Ltd | Current | 2003-09-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| FRANK D'ALESIO-TREMANTE | Unified Financial Services Pty Ltd | Current | 2016-12-01 |
| LISA HALEY | Unified Financial Services Pty Ltd | Current | 2004-07-01 |
| MICHELLE SHARON TATE-LOVERY | Unified Financial Services Pty Ltd | Current | 2003-09-01 |
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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.