MALCOLM GARTH LAKE (Adviser# 001241797) 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 May 11, 2016.
| Register Name | Financial Advisers |
| Adviser Name | MALCOLM GARTH LAKE |
| Adviser Number | 001241797 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1992 |
| Financial Service (AFS) Licence |
Licence# 000244530 KILARA FINANCIAL SOLUTIONS PTY LTD |
| Licence ABN | 41003636897 |
| Adviser Start Date | 2016-05-11 |
| Appointing Representative Name | KILARA FINANCIAL SOLUTIONS PTY LTD |
| Appointing Representative Number | 000244530 |
| Appointing Representative ABN | 41003636897 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business-Accounting | Charles Sturt University |
| Competency Requirements Under ASIC Policy Statement 146 (Tier 1) | RMIT University |
| Diploma of Financial Planning 1-3 | Financial Planning Association of Australia |
| Financial Planning Course | CPA |
| Financial Planning Proper Authority Couse | Securities Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000244530 | KILARA FINANCIAL SOLUTIONS PTY LTD | 2016-05-11 - | KILARA FINANCIAL SOLUTIONS PTY LTD |
| 000244530 | KILARA FINANCIAL SOLUTIONS PTY LTD | 1992-10-01 - 2015-01-14 |
| Licence Name | KILARA FINANCIAL SOLUTIONS PTY LTD |
| Licence Number | 000244530 |
| Licence ABN | 41003636897 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SKYE MILLER SOMMERVILLE | Kilara Financial Solutions Pty Ltd | Current | 2016-05-16 |
| JAMIE LEA WHITE | Kilara Financial Solutions Pty Ltd | Current | 2016-05-05 |
| JULIE HELEN GUEST | Kilara Financial Solutions Pty Ltd | Current | 2016-04-15 |
| ANDREW RONALD HOLMES | Kilara Financial Solutions Pty Ltd | Current | 2016-02-12 |
| MALCOLM IAN MCLEAN | Kilara Financial Solutions Pty Ltd | Current | 2004-02-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SKYE MILLER SOMMERVILLE | Kilara Financial Solutions Pty Ltd | Current | 2016-05-16 |
| JAMIE LEA WHITE | Kilara Financial Solutions Pty Ltd | Current | 2016-05-05 |
| JULIE HELEN GUEST | Kilara Financial Solutions Pty Ltd | Current | 2016-04-15 |
| ANDREW RONALD HOLMES | Kilara Financial Solutions Pty Ltd | Current | 2016-02-12 |
| MALCOLM IAN MCLEAN | Kilara Financial Solutions Pty Ltd | Current | 2004-02-02 |
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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.