JOSE ANTONIO RETAMAL PEREZ (Adviser# 001264351) 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 May 8, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JOSE ANTONIO RETAMAL PEREZ |
| Adviser Number | 001264351 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000450139 SKYLIGHT FINANCIAL SOLUTIONS PTY LTD |
| Licence ABN | 46076835848 |
| Adviser Start Date | 2018-05-08 |
| Appointing Representative Name | SKYLIGHT FINANCIAL SOLUTIONS PTY LTD |
| Appointing Representative Number | 000450139 |
| Appointing Representative ABN | 46076835848 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | International Institute of Technology Pty Ltd (IIT) |
| Diploma of Financial Services (Financial Planning) | International Institute of Technology Pty Ltd (IIT) |
| Principles in Self Managed Superannuation Funds | International Institute of Technology Pty Ltd (IIT) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000450139 | SKYLIGHT FINANCIAL SOLUTIONS PTY LTD | 2018-05-08 - | SKYLIGHT FINANCIAL SOLUTIONS PTY LTD |
| 000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2016-06-29 - 2018-01-19 | |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2013-10-21 - 2016-03-17 | |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2013-02-16 - 2013-10-18 |
| Licence Name | SKYLIGHT FINANCIAL SOLUTIONS PTY LTD |
| Licence Number | 000450139 |
| Licence ABN | 46076835848 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES NICHOLAS ATLEY | Skylight Financial Solutions Pty Ltd | Current | 2018-06-11 |
| OWEN JEFFREY HUME | Skylight Financial Solutions Pty Ltd | Current | 2016-09-26 |
| CATHERINE MCLAREN | Skylight Financial Solutions Pty Ltd | Current | 2016-04-05 |
| DAVID IAN SOUTHWOOD | Skylight Financial Solutions Pty Ltd | Current | 2015-04-29 |
| STEVEN HACK | Skylight Financial Solutions Pty Ltd | Current | 2015-04-29 |
| ALAN KIEFER | Skylight Financial Solutions Pty Ltd | Ceased | 2015-04-29 |
| MELISSA MILLARD | Skylight Financial Solutions Pty Ltd | Current | 2015-01-05 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES NICHOLAS ATLEY | Skylight Financial Solutions Pty Ltd | Current | 2018-06-11 |
| OWEN JEFFREY HUME | Skylight Financial Solutions Pty Ltd | Current | 2016-09-26 |
| CATHERINE MCLAREN | Skylight Financial Solutions Pty Ltd | Current | 2016-04-05 |
| DAVID IAN SOUTHWOOD | Skylight Financial Solutions Pty Ltd | Current | 2015-04-29 |
| STEVEN HACK | Skylight Financial Solutions Pty Ltd | Current | 2015-04-29 |
| ALAN KIEFER | Skylight Financial Solutions Pty Ltd | Ceased | 2015-04-29 |
| MELISSA MILLARD | Skylight Financial Solutions Pty Ltd | Current | 2015-01-05 |
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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.