ALLEN WILLIAM HERTEL


Licensee: FOCUS FINANCIAL MANAGEMENT PTY LTD

ALLEN WILLIAM HERTEL (Adviser# 001264848) 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 10, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ALLEN WILLIAM HERTEL
Adviser Number 001264848
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000489253
FOCUS FINANCIAL MANAGEMENT PTY LTD
Adviser Start Date 2017-04-10
Appointing Representative Name FOCUS FINANCIAL MANAGEMENT PTY LTD
Appointing Representative Number 000489253
Memberships Chartered Accountants Australia and New Zealand (CA)
Institute of Company Directors
Institute of Management Consultants

Authorisations to provide financial product advice

  • ALLEN WILLIAM HERTEL
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business The Northern Rivers College
Certification of Public Practice Chartered Accountants Australia and New Zealand
RG146 Superannuation - The Securities Institute in association with the Institue of Chartered Accountants
RG146 Licensing Compliance: Self Managed Superannuation Funds Financial Education Professionals

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000489253 FOCUS FINANCIAL MANAGEMENT PTY LTD 2017-04-10 - FOCUS FINANCIAL MANAGEMENT PTY LTD

Licensee Information

Licence Name FOCUS FINANCIAL MANAGEMENT PTY LTD
Licence Number 000489253

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Dataset Information


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.