DAVID HEATH (Adviser# 001259876) 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 June 30, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DAVID HEATH |
| Adviser Number | 001259876 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000243254 CUMPSTON SARJEANT PTY LTD |
| Licence ABN | 35076813486 |
| Adviser Start Date | 2017-06-30 |
| Appointing Representative Name | CUMPSTON SARJEANT PTY LTD |
| Appointing Representative Number | 000243254 |
| Appointing Representative ABN | 35076813486 |
| Memberships |
CPA Australia (CPA) Financial Services Institute of Australasia (FINSIA) The Actuaries Institute |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics (Hons) | Monash University |
| Certified Practising Accountant (CPA) Programme | Certified Practising Accountants |
| Fellow of Institute of Actuaries of Australia | Institute of Actuaries of Australia |
| Grad Certificate in Business Forensics | University of Melbourne |
| Grad Dip Applied Finance | Securities Institute of Australia (now FINSIA) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000243254 | CUMPSTON SARJEANT PTY LTD | 2017-06-30 - | CUMPSTON SARJEANT PTY LTD |
| Licence Name | CUMPSTON SARJEANT PTY LTD |
| Licence Number | 000243254 |
| Licence ABN | 35076813486 |
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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.