DANIEL WEEKS

Licensee: UNIFIED FINANCIAL SERVICES PTY LTD

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • DANIEL WEEKS

Adviser employment history

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

Licensee Information

Licence Name UNIFIED FINANCIAL SERVICES PTY LTD
Licence Number 000230510
Licence ABN 31066587602

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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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Dataset Information

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.