LISA LECKEY-MALONE (Adviser# 001247357) 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 March 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | LISA LECKEY-MALONE |
| Adviser Number | 001247357 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000504220 BIRLING PTY. LTD. |
| Adviser Start Date | 2018-03-01 |
| Appointing Representative Name | BIRLING PTY. LTD. |
| Appointing Representative Number | 000504220 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Economic, Legal and Ethical, Applied Financial Planning, Superannuation and Retirement | Kaplan Professional |
| Finance Markets, Managing Risk, Financial Products 1, Superannuation & Planning | FINSIA |
| Generic Knowledge, Superannuation & Self Managed Superannuation Funds | Financial Education Professionals |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000504220 | BIRLING PTY. LTD. | 2018-03-01 - | BIRLING PTY. LTD. |
| 000312047 |
PROFESSIONAL WEALTH SERVICES PTY LTD
Licence controlled by: Donald Maxwell Jeffers Further restrictions: Superannuation advice is under supervision prior to issuance to clients at this stage. |
2016-09-05 - 2018-03-01 | PROFESSIONAL WEALTH SERVICES PTY LTD |
| Licence Name | BIRLING PTY. LTD. |
| Licence Number | 000504220 |
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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.