ANDREW LAI (Adviser# 001259526) 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 April 11, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ANDREW LAI |
| Adviser Number | 001259526 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000258853 ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
| Licence ABN | 25107671563 |
| Licence Controlled By | Mayfair Limited |
| Adviser Start Date | 2018-04-11 |
| Appointing Representative Name | ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000258853 |
| Appointing Representative ABN | 25107671563 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Finance | La Trobe University |
| Diploma of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000258853 |
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Licence controlled by: Mayfair Limited |
2018-04-11 - | ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2017-11-02 - 2018-02-02 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD |
| Licence Number | 000258853 |
| Licence ABN | 25107671563 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GARY IAN WALKER | Anne Street Partners Financial Services Pty Ltd | Current | 2018-08-01 |
| KAREN MAI LEWIS | Anne Street Partners Financial Services Pty Ltd | Current | 2018-07-02 |
| BRENDAN FLETCHER GOW | Anne Street Partners Financial Services Pty Ltd | Current | 2018-06-25 |
| TERRY ROGER CAVE | Anne Street Partners Financial Services Pty Ltd | Current | 2018-02-27 |
| ASHLEY SHARPE | Anne Street Partners Financial Services Pty Ltd | Ceased | 2017-09-28 |
| TRENT ASHLEY BELL | Anne Street Partners Financial Services Pty Ltd | Current | 2017-09-06 |
| ISABELLE ROSE DIXON | Anne Street Partners Financial Services Pty Ltd | Current | 2017-09-06 |
| SHABHINA PARAMANATHAN | Anne Street Partners Financial Services Pty Ltd | Current | 2016-12-02 |
| TRAVIS FRANCIS STANLEY | Anne Street Partners Financial Services Pty Ltd | Current | 2016-11-17 |
| ANGUS CARSON DOWLING | Anne Street Partners Financial Services Pty Ltd | Current | 2016-07-26 |
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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.