LINDA MAI (Adviser# 001244466) 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 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | LINDA MAI |
| Adviser Number | 001244466 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000486834 AAA ACCOUNTANTS PTY LTD |
| Licence Controlled By | Bill MAI |
| Adviser Start Date | 2018-06-01 |
| Appointing Representative Name | AAA ACCOUNTANTS PTY LTD |
| Appointing Representative Number | 000486834 |
| Memberships |
CPA Australia (CPA) The Tax Institute |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Practising Accountant | CPA Australia |
| Charterted Tax Adviser | The Tax Institute |
| Diploma of Financial Planning | Traineeship Management Australia Pty Ltd |
| Postgraduate Diploma In Business and Administration (Finance) | Massey University New Zealand |
| SMSF Auditor | ASIC |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000486834 |
AAA ACCOUNTANTS PTY LTD
Licence controlled by: Bill MAI |
2018-06-01 - | AAA ACCOUNTANTS PTY LTD |
| 000323729 |
ACTOCUE PTY LTD
Further restrictions: Limited financial services as defined in Corporations Regulation 2001 7.6.04, as amended from time to time:(a)financial product advice on self-managed superannuation funds; (b)financial product advice on superannuation products in relation to a person's existing holding in a superannuation product but only to the extent required for: (i)making a recommendation that the person establish a self-managed superannuation fund; or (ii)providing advice to the person on contributions or pensions under a superannuation product; (c)class of product advice on the following: (i)superannuation products; (ii)securities; (iii)simple managed investment schemes; (iv)general insurance products; (v)life risk insurance products; or(vi)basic deposit products; (d)arrange to deal in an interest in a self-managed superannuation fund."Additional Financial Services" means(a)providing financial product advice, and arranging to deal, but only in respect of disposing of an interest in a superannuation product; and(b)providing fi |
2016-07-05 - 2017-05-08 | RJS SUPER SOLUTIONS PTY LTD |
| Licence Name | AAA ACCOUNTANTS PTY LTD |
| Licence Number | 000486834 |
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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.