MARTIN DE FRANCESCO (Adviser# 001242697) 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 August 30, 2017.
Register Name | Financial Advisers |
Adviser Name | MARTIN DE FRANCESCO |
Adviser Number | 001242697 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2016 |
Financial Service (AFS) Licence |
Licence# 000449146 COLLINS HOUSE PRIVATE WEALTH PTY LTD |
Licence ABN | 45166528758 |
Adviser Start Date | 2017-08-30 |
Appointing Representative Name | COLLINS HOUSE PRIVATE WEALTH PTY LTD |
Appointing Representative Number | 000449146 |
Appointing Representative ABN | 45166528758 |
Memberships | Chartered Accountants Australia and New Zealand (CA) |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce | La Trobe University |
Diploma of Financial Planning | Pinnacle Financial Services Academy |
Graduate Diploma in Economics | La Trobe University |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000449146 | COLLINS HOUSE PRIVATE WEALTH PTY LTD | 2017-08-30 - | COLLINS HOUSE PRIVATE WEALTH PTY LTD |
000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on SMSF |
2016-06-02 - 2017-07-21 | COUNT FINANCIAL LIMITED |
Licence Name | COLLINS HOUSE PRIVATE WEALTH PTY LTD |
Licence Number | 000449146 |
Licence ABN | 45166528758 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
STUART JAMES MATHESON | Collins House Private Wealth Pty Ltd | Current | 2018-06-12 |
DAVID VARLAMOS | Collins House Private Wealth Pty Ltd | Current | 2018-06-06 |
ANTHONY VONELLA | Collins House Private Wealth Pty Ltd | Current | 2017-08-30 |
JOSEPH DE FRANCESCO | Collins House Private Wealth Pty Ltd | Current | 2017-07-30 |
WEIMING LIM | Collins House Private Wealth Pty Ltd | Ceased | 2016-06-07 |
KATE NICOL | Collins House Private Wealth Pty Ltd | Current | 2015-03-30 |
DOMINIC ALAFACI | Collins House Private Wealth Pty Ltd | Current | 2015-03-30 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
STUART JAMES MATHESON | Collins House Private Wealth Pty Ltd | Current | 2018-06-12 |
DAVID VARLAMOS | Collins House Private Wealth Pty Ltd | Current | 2018-06-06 |
ANTHONY VONELLA | Collins House Private Wealth Pty Ltd | Current | 2017-08-30 |
JOSEPH DE FRANCESCO | Collins House Private Wealth Pty Ltd | Current | 2017-07-30 |
WEIMING LIM | Collins House Private Wealth Pty Ltd | Ceased | 2016-06-07 |
KATE NICOL | Collins House Private Wealth Pty Ltd | Current | 2015-03-30 |
DOMINIC ALAFACI | Collins House Private Wealth Pty Ltd | Current | 2015-03-30 |
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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.