GRANT ANDREW WALLACE (Adviser# 001258410) 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 August 23, 2017.
| Register Name | Financial Advisers |
| Adviser Name | GRANT ANDREW WALLACE |
| Adviser Number | 001258410 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000498219 LIBERTATE ADVISORY PTY LTD |
| Licence Controlled By | The Trustee for THE WALLACE FAMILY TRUST |
| Adviser Start Date | 2017-08-23 |
| Appointing Representative Name | LIBERTATE ADVISORY PTY LTD |
| Appointing Representative Number | 000498219 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | PACT Accountants Investment Group P/L in association with Institute of Chartered Accountants in Aust |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000498219 |
LIBERTATE ADVISORY PTY LTD
Licence controlled by: The Trustee for THE WALLACE FAMILY TRUST |
2017-08-23 - | LIBERTATE ADVISORY PTY LTD |
| 000302947 | QUINTESSENTIAL FINANCIAL PLANNING LTD | 2006-09-13 - 2017-01-20 |
| Licence Name | LIBERTATE ADVISORY PTY LTD |
| Licence Number | 000498219 |
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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.