GRANT PHILIP TREEN


Licensee: POLICE & NURSES FINANCIAL PLANNING PTY LTD

GRANT PHILIP TREEN (Adviser# 001251776) 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 February 6, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name GRANT PHILIP TREEN
Adviser Number 001251776
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000237507
POLICE & NURSES FINANCIAL PLANNING PTY LTD
Licence ABN 21009245194
Adviser Start Date 2017-02-06
Appointing Representative Name POLICE & NURSES FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000237507
Appointing Representative ABN 21009245194
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • GRANT PHILIP TREEN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma Financial Services (Financial Planning) Kaplan Professional
Bachelor of Business Edith Cowan University
Fellow Charter Financial Planner (FChFP) Association of Financial Advisers (AFA)
Graduate Diploma of Applied Finance and Investment Securities Institute
Margin Lending and Geared Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237507 POLICE & NURSES FINANCIAL PLANNING PTY LTD 2017-02-06 - POLICE & NURSES FINANCIAL PLANNING PTY LTD
000230323 CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD
2014-10-31 - 2017-02-01
000244350 SMF WEALTH MANAGEMENT PTY LTD 2013-07-05 - 2014-10-31
000240837 BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2011-12-08 - 2013-06-28

Licensee Information

Licence Name POLICE & NURSES FINANCIAL PLANNING PTY LTD
Licence Number 000237507
Licence ABN 21009245194

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SVENJA BRUDERHOFER Police & Nurses Financial Planning Pty Ltd Ceased 2015-10-26
AKIKO BLAKE Police & Nurses Financial Planning Pty Ltd Ceased 2015-10-26
BRUCE RAMON HANCOCK Police & Nurses Financial Planning Pty Ltd Current 2011-08-01
NICHOLAS JAMES FERGUSON Police & Nurses Financial Planning Pty Ltd Current 2010-01-25
KAREN LESLEY SPELDEWINDE Police & Nurses Financial Planning Pty Ltd Current 2007-07-16
NIGEL AINSLIE JENKINS Police & Nurses Financial Planning Pty Ltd Current 2007-01-01
PETER FRANCIS ELEY Police & Nurses Financial Planning Pty Ltd Ceased 2006-08-31
KENNETH BRIAN MANLEY Police & Nurses Financial Planning Pty Ltd Ceased 2006-08-31

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SVENJA BRUDERHOFER Police & Nurses Financial Planning Pty Ltd Ceased 2015-10-26
AKIKO BLAKE Police & Nurses Financial Planning Pty Ltd Ceased 2015-10-26
BRUCE RAMON HANCOCK Police & Nurses Financial Planning Pty Ltd Current 2011-08-01
NICHOLAS JAMES FERGUSON Police & Nurses Financial Planning Pty Ltd Current 2010-01-25
KAREN LESLEY SPELDEWINDE Police & Nurses Financial Planning Pty Ltd Current 2007-07-16
NIGEL AINSLIE JENKINS Police & Nurses Financial Planning Pty Ltd Current 2007-01-01
PETER FRANCIS ELEY Police & Nurses Financial Planning Pty Ltd Ceased 2006-08-31
KENNETH BRIAN MANLEY Police & Nurses Financial Planning Pty Ltd Ceased 2006-08-31

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Dataset Information


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.