FRANK D'ALESIO-TREMANTE (Adviser# 001250877) 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 December 1, 2016.
| Register Name | Financial Advisers |
| Adviser Name | FRANK D'ALESIO-TREMANTE |
| Adviser Number | 001250877 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000230510 UNIFIED FINANCIAL SERVICES PTY LTD |
| Licence ABN | 31066587602 |
| Adviser Start Date | 2016-12-01 |
| Appointing Representative Name | UNIFIED FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000230510 |
| Appointing Representative ABN | 31066587602 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Financial Planning) | RMIT |
| Certificate 4 Financial Services | Futurum |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000230510 | UNIFIED FINANCIAL SERVICES PTY LTD | 2016-12-01 - | UNIFIED FINANCIAL SERVICES PTY LTD |
| 000232701 |
WEALTH MANAGERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 02/06/2017] |
2011-12-02 - 2014-06-13 | FRANK D'ALESIO-TREMANTE |
| Licence Name | UNIFIED FINANCIAL SERVICES PTY LTD |
| Licence Number | 000230510 |
| Licence ABN | 31066587602 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DANIEL WEEKS | Unified Financial Services Pty Ltd | Ceased | 2016-02-11 |
| LISA HALEY | Unified Financial Services Pty Ltd | Current | 2004-07-01 |
| MICHELLE SHARON TATE-LOVERY | Unified Financial Services Pty Ltd | Current | 2003-09-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DANIEL WEEKS | Unified Financial Services Pty Ltd | Ceased | 2016-02-11 |
| LISA HALEY | Unified Financial Services Pty Ltd | Current | 2004-07-01 |
| MICHELLE SHARON TATE-LOVERY | Unified Financial Services Pty Ltd | Current | 2003-09-01 |
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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.