DAVID ALAN CLOSE (Adviser# 001255235) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is January 22, 2018.
| Register Name | Financial Advisers |
| Adviser Name | DAVID ALAN CLOSE |
| Adviser Number | 001255235 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser ABN | 53986517229 |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000409424 ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD |
| Licence ABN | 36146520390 |
| Licence Controlled By |
ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD [Date Ceased: 03/11/2017] Aura Group Holdings Pte. Ltd |
| Adviser Start Date | 2018-01-22 |
| Adviser End Date | 2018-04-30 |
| Appointing Representative Name | ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD |
| Appointing Representative Number | 000409424 |
| Appointing Representative ABN | 36146520390 |
| Further Restrictions | Life Products - GENERAL ADVICE ONLY |
|
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000409424 |
ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence controlled by: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD [Date Ceased: 03/11/2017] ~ Aura Group Holdings Pte. Ltd Further restrictions: Life Products - GENERAL ADVICE ONLY |
2018-01-22 - 2018-04-30 | ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD |
| 000334400 |
SPECTRUM WEALTH ADVISERS PTY LTD
Licence controlled by: Freedom Insurance Group Pty Ltd |
2017-06-01 - 2018-01-17 | DAVID ALAN CLOSE |
| Licence Name | ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD |
| Licence Number | 000409424 |
| Licence ABN | 36146520390 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| HELEN MAREE WHELAN | Accountable Financial Solutions Pty Ltd | Ceased | 2018-01-18 |
| JACQUELINE ANNE SMITH | Accountable Financial Solutions Pty Ltd | Ceased | 2018-01-18 |
| WAYNE PHILIP BOLIN | Accountable Financial Solutions Pty Ltd | Ceased | 2017-12-11 |
| XI WU | Accountable Financial Solutions Pty Ltd | Ceased | 2017-11-30 |
| RAGHAVA RAO PERI | Accountable Financial Solutions Pty Ltd | Ceased | 2017-09-15 |
| ROSS KNUCKEY | Accountable Financial Solutions Pty Ltd | Ceased | 2017-08-07 |
| BELINDA BIALAS | Accountable Financial Solutions Pty Ltd | Ceased | 2017-08-07 |
| GRANT TYSON BRITS | Accountable Financial Solutions Pty Ltd | Ceased | 2017-08-02 |
| PETER MCAULEY | Accountable Financial Solutions Pty Ltd | Ceased | 2017-07-28 |
| MARK ANDREW WYLIE | Accountable Financial Solutions Pty Ltd | Ceased | 2017-07-12 |
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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.