PETER LLOYD HARVEY (Adviser# 001255315) 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 July 1, 2016.
| Register Name | Financial Advisers |
| Adviser Name | PETER LLOYD HARVEY |
| Adviser Number | 001255315 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000486082 TR FINANCIAL SERVICES PTY LTD |
| Licence Controlled By | Tilbrook Rasheed Pty Ltd |
| Adviser Start Date | 2016-07-01 |
| Appointing Representative Name | TR FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000486082 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| CA Program | Institute of Chartered Accountants in Australia |
| Graduate Diploma in Accounting | Flinders University of South Austalia |
| Tier 1 Advice in Self-Managed Superannuation | AAMC Training Group |
| Tier 1 Advice in Superannuation | AAMC Training Group |
| Tier 2 ASIC Accreditation | Client Relationships & Solutions - AAMC Training Group |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000486082 |
TR FINANCIAL SERVICES PTY LTD
Licence controlled by: Tilbrook Rasheed Pty Ltd |
2016-07-01 - | TR FINANCIAL SERVICES PTY LTD |
| Licence Name | TR FINANCIAL SERVICES PTY LTD |
| Licence Number | 000486082 |
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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.