DAVID RAYMOND CARLSON (Adviser# 001251978) 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 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DAVID RAYMOND CARLSON |
| Adviser Number | 001251978 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000335815 EVENTUS WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 62134958642 |
| Adviser Start Date | 2017-02-01 |
| Appointing Representative Name | CARLSON ACCOUNTING AND FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 001251974 |
| Appointing Representative ABN | 71611823422 |
| Memberships |
CPA Australia (CPA) National Tax & Accountants Association (NTAA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Accounting | Monash University |
| Diploma of Financial Planning | CPA Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000335815 | EVENTUS WEALTH MANAGEMENT PTY LTD | 2017-02-01 - | CARLSON ACCOUNTING AND FINANCIAL SERVICES PTY LTD |
| Licence Name | EVENTUS WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000335815 |
| Licence ABN | 62134958642 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WENDY ALEXANDRA GRANT FERGIE | Eventus Wealth Management Pty Ltd | Current | 2018-05-28 |
| JESSICA STEPHANIE ORRICO | Eventus Wealth Management Pty Ltd | Ceased | 2018-03-01 |
| JENNIFER ANNE WEIGHT | Eventus Wealth Management Pty Ltd | Current | 2017-02-13 |
| LOUISE ANN MORRIS | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| ANGELA MAREE POLLARD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| DONALD ROY MCDONALD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| WENDY ALEXANDRA GRANT FERGIE | Eventus Wealth Management Pty Ltd | Current | 2018-05-28 |
| JESSICA STEPHANIE ORRICO | Eventus Wealth Management Pty Ltd | Ceased | 2018-03-01 |
| JENNIFER ANNE WEIGHT | Eventus Wealth Management Pty Ltd | Current | 2017-02-13 |
| LOUISE ANN MORRIS | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| ANGELA MAREE POLLARD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
| DONALD ROY MCDONALD | Eventus Wealth Management Pty Ltd | Current | 2009-06-13 |
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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.