ADAM JAMES SMITH (Adviser# 001266241) 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 23, 2018.
Register Name | Financial Advisers |
Adviser Name | ADAM JAMES SMITH |
Adviser Number | 001266241 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2018 |
Financial Service (AFS) Licence |
Licence# 000225216 HNW PLANNING PTY LTD |
Licence ABN | 42083745055 |
Licence Controlled By | HNW GROUP HOLDINGS PTY LIMITED |
Adviser Start Date | 2018-07-23 |
Appointing Representative Name | APWM AUSTRALIA PTY LTD |
Appointing Representative Number | 001266215 |
Appointing Representative ABN | 37610453186 |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce | University of Tasmania |
Diploma of Financial Services (Financial Planning) | Mentor Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000225216 |
HNW PLANNING PTY LTD
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED |
2018-07-23 - | APWM AUSTRALIA PTY LTD |
Licence Name | HNW PLANNING PTY LTD |
Licence Number | 000225216 |
Licence ABN | 42083745055 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
FRANK GERALD MONAGHAN | Hnw Planning Pty Ltd | Current | 2018-07-06 |
PHILLIP HAKIM | Hnw Planning Pty Ltd | Current | 2018-07-04 |
BOB BACKER | Hnw Planning Pty Ltd | Current | 2018-07-02 |
DANIELLE NASTOV | Hnw Planning Pty Ltd | Current | 2018-07-02 |
ANDREW SIDNEY GRANT | Hnw Planning Pty Ltd | Current | 2018-06-02 |
RUSSELL WADEY | Hnw Planning Pty Ltd | Current | 2018-06-01 |
JULIAN SUMNER CATLOW | Hnw Planning Pty Ltd | Ceased | 2018-04-20 |
MARIO ZANNETTOU | Hnw Planning Pty Ltd | Current | 2018-03-02 |
DARREN JOHN TAPPOURAS | Hnw Planning Pty Ltd | Current | 2018-01-22 |
SHANNON NICOLE POWELL | Hnw Planning Pty Ltd | Ceased | 2017-07-17 |
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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.