CLAYTON JOHN FREIND

Licensee: WP INVEST PTY LTD

CLAYTON JOHN FREIND (Adviser# 001266285) 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 25, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name CLAYTON JOHN FREIND
Adviser Number 001266285
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000301210
WP INVEST PTY LTD
Licence ABN 55111685226
Adviser Start Date 2018-07-25
Appointing Representative Name WP INVEST PTY LTD
Appointing Representative Number 000301210
Appointing Representative ABN 55111685226

Authorisations to provide financial product advice

  • CLAYTON JOHN FREIND
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Engineering University of Western Australia
Diploma of Financial Planning Kaplan Professional
Master of Business Administration University of Western Australia
National Commodity Futures Examination National Futures Association
Securities and Managed Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000301210 WP INVEST PTY LTD 2018-07-25 - WP INVEST PTY LTD

Licensee Information

Licence Name WP INVEST PTY LTD
Licence Number 000301210
Licence ABN 55111685226

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRUCE SCOTT MALONEY Wp Invest Pty Ltd Current 2006-07-28

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRUCE SCOTT MALONEY Wp Invest Pty Ltd Current 2006-07-28

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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.