HAMISH ANDREW FOLETTA (Adviser# 001262465) 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 2, 2018.
Register Name | Financial Advisers |
Adviser Name | HAMISH ANDREW FOLETTA |
Adviser Number | 001262465 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2004 |
Financial Service (AFS) Licence |
Licence# 000501994 SARTO ADVISORY PTY LTD |
Licence Controlled By | Hamsar Holdings Pty Ltd |
Adviser Start Date | 2018-07-02 |
Appointing Representative Name | SARTO ADVISORY PTY LTD |
Appointing Representative Number | 000501994 |
Further Restrictions | advice on Derivatives is limited to exchange traded options. |
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Qualification / Degree | Institute / School |
---|---|
BACHELOR OF BUSINESS | RMIT |
Diploma in Stockbroking SAA | Deakin Prime |
Margin Lending Accreditation Promgram | Stockbrokers Association of Australia (Deakin Prime) |
Securities & Derivatives Industry Association | Kaplan Education |
Superannuation Module | Securities Institute Educaton |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000501994 |
SARTO ADVISORY PTY LTD
Licence controlled by: Hamsar Holdings Pty Ltd Further restrictions: advice on Derivatives is limited to exchange traded options. |
2018-07-02 - | SARTO ADVISORY PTY LTD |
000501994 |
SARTO ADVISORY PTY LTD
Licence controlled by: Hamsar Holdings Pty Ltd |
2018-07-01 - 2018-07-01 | SARTO ADVISORY PTY LTD |
000485946 |
ADVISER SOLUTIONS GROUP PTY LTD
Licence controlled by: Christopher Vaughan SHEARER [Date Ceased: 14/03/2018] ~ JACK ANATOLE DAHAN |
2018-04-10 - 2018-06-30 | SARTO ADVISORY PTY LTD |
000485946 |
ADVISER SOLUTIONS GROUP PTY LTD
Licence controlled by: Christopher Vaughan SHEARER [Date Ceased: 14/03/2018] ~ JACK ANATOLE DAHAN |
2018-02-07 - 2018-04-09 | ADVISER SOLUTIONS GROUP PTY LTD |
000240813 |
MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC |
2004-03-11 - 2017-12-22 |
Licence Name | SARTO ADVISORY PTY LTD |
Licence Number | 000501994 |
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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.