DAVID LEO WILLIS (Adviser# 001246151) 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 1, 2016.
| Register Name | Financial Advisers |
| Adviser Name | DAVID LEO WILLIS |
| Adviser Number | 001246151 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000227169 SYNSTRAT MANAGEMENT PTY. LTD. |
| Licence ABN | 57006295325 |
| Adviser Start Date | 2016-08-01 |
| Appointing Representative Name | SYNSTRAT MANAGEMENT PTY. LTD. |
| Appointing Representative Number | 000227169 |
| Appointing Representative ABN | 57006295325 |
| Memberships |
CPA Australia (CPA) National Tax and Accountants Association The Tax Institute |
| Further Restrictions | Superannuation limited to:- Self managed superannuation funds- A persons existing holding in a superannuation product but only to the extent required for: 1. making a recommendation that a person establish a self-managed superannuation fund;and 2. providing advice to the person on contributions or pensions under a superannuation product. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accountants SMSF Package | Kaplan |
| Bachelor of Business | Deakin University |
| FCPA | CPA Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000227169 |
SYNSTRAT MANAGEMENT PTY. LTD.
Further restrictions: Superannuation limited to:- Self managed superannuation funds- A persons existing holding in a superannuation product but only to the extent required for: 1. making a recommendation that a person establish a self-managed superannuation fund;and 2. providing advice to the person on contributions or pensions under a superannuation product. |
2016-08-01 - | SYNSTRAT MANAGEMENT PTY. LTD. |
| Licence Name | SYNSTRAT MANAGEMENT PTY. LTD. |
| Licence Number | 000227169 |
| Licence ABN | 57006295325 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID ANTHONY COLLINS | Synstrat Management Pty. Ltd. | Current | 2016-08-01 |
| MICHELLE PETA DE LA PIERRE | Synstrat Management Pty. Ltd. | Current | 2016-08-01 |
| PAUL COLIN STEEL | Synstrat Management Pty. Ltd. | Current | 2016-08-01 |
| CAMERON DARNLEY | Synstrat Management Pty. Ltd. | Current | 2011-05-31 |
| ARMITAGE ROGER MILES | Synstrat Management Pty. Ltd. | Current | 2003-05-09 |
| GRAHAM GEORGE MIDDLETON | Synstrat Management Pty. Ltd. | Current | 2003-05-09 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID ANTHONY COLLINS | Synstrat Management Pty. Ltd. | Current | 2016-08-01 |
| MICHELLE PETA DE LA PIERRE | Synstrat Management Pty. Ltd. | Current | 2016-08-01 |
| PAUL COLIN STEEL | Synstrat Management Pty. Ltd. | Current | 2016-08-01 |
| CAMERON DARNLEY | Synstrat Management Pty. Ltd. | Current | 2011-05-31 |
| ARMITAGE ROGER MILES | Synstrat Management Pty. Ltd. | Current | 2003-05-09 |
| GRAHAM GEORGE MIDDLETON | Synstrat Management Pty. Ltd. | Current | 2003-05-09 |
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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.