HELEN MAREE WHELAN (Adviser# 001255572) 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 18, 2018.
Register Name | Financial Advisers |
Adviser Name | HELEN MAREE WHELAN |
Adviser Number | 001255572 |
Adviser Role | Financial Adviser |
Adviser Role Status | Ceased |
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 | 2018-01-18 |
Adviser End Date | 2018-07-27 |
Appointing Representative Name | ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD |
Appointing Representative Number | 000409424 |
Appointing Representative ABN | 36146520390 |
|
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 |
2018-01-18 - 2018-07-27 | ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD |
000430062 |
SMSF ADVISERS NETWORK PTY LTD
Licence controlled by: NATIONAL TAX & ACCOUNTANTS' ASSOCIATION LIMITED |
2017-06-16 - 2017-12-27 | SMSF ADVISERS NETWORK PTY LTD |
Licence Name | ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD |
Licence Number | 000409424 |
Licence ABN | 36146520390 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
DAVID ALAN CLOSE | Accountable Financial Solutions Pty Ltd | Ceased | 2018-01-22 |
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.