ROBERT CRAIG AGNEW (Adviser# 001245277) 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 22, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT CRAIG AGNEW |
| Adviser Number | 001245277 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1986 |
| Financial Service (AFS) Licence |
Licence# 000243480 BELL POTTER SECURITIES LIMITED |
| Licence ABN | 25006390772 |
| Licence Controlled By | BELL FINANCIAL GROUP LIMITED |
| Adviser Start Date | 2016-06-22 |
| Appointing Representative Name | BELL POTTER SECURITIES LIMITED |
| Appointing Representative Number | 000243480 |
| Appointing Representative ABN | 25006390772 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Derivatives Adviser | Level 1 & 2 - ASX |
| Bachelor of Economics | Monash University |
| Investment Planning 1 | Integratec Paraplanning Pty Ltd |
| Margin Lending & Geared Investments | Kaplan Professional Education |
| Paraplanning Course | Integratec Paraplanning Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000243480 |
BELL POTTER SECURITIES LIMITED
Licence controlled by: BELL FINANCIAL GROUP LIMITED |
2016-06-22 - | BELL POTTER SECURITIES LIMITED |
| 000231127 |
CRESTONE WEALTH MANAGEMENT LIMITED
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] |
2013-08-01 - 2016-06-17 | |
| 000237502 | MACQUARIE BANK LIMITED | 1995-02-01 - 2013-06-30 |
| Licence Name | BELL POTTER SECURITIES LIMITED |
| Licence Number | 000243480 |
| Licence ABN | 25006390772 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| HARRY SYDNEY JOHN ALLEN | Bell Potter Securities Limited | Current | 2018-08-09 |
| ELIZABETH MORRIS | Bell Potter Securities Limited | Current | 2018-07-18 |
| SIENA WHITE | Bell Potter Securities Limited | Current | 2018-07-12 |
| MATTHEW JUSTIN CAREY | Bell Potter Securities Limited | Current | 2018-07-02 |
| ROBERT TEAL | Bell Potter Securities Limited | Current | 2018-06-28 |
| GEOFF OATEN | Bell Potter Securities Limited | Current | 2018-06-21 |
| JEEVAN INTHERARASA | Bell Potter Securities Limited | Current | 2018-06-07 |
| TOM MAXWELL | Bell Potter Securities Limited | Current | 2018-05-31 |
| JONATHAN ERIC FREDERICK MATSEN | Bell Potter Securities Limited | Current | 2018-05-29 |
| ALEXANDRA CARROLL | Bell Potter Securities Limited | Current | 2018-03-21 |
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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.