LINDSAY PHILIP BROADWAY (Adviser# 001266372) 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 August 1, 2018.
Register Name | Financial Advisers |
Adviser Name | LINDSAY PHILIP BROADWAY |
Adviser Number | 001266372 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2015 |
Financial Service (AFS) Licence |
Licence# 000437164 LDB FINANCIAL GROUP PTY LTD |
Licence ABN | 83161933777 |
Adviser Start Date | 2018-08-01 |
Appointing Representative Name | LDB WEALTH SOLUTIONS PTY LTD |
Appointing Representative Number | 000257930 |
Memberships |
Institute of Public Accountants (IPA) SMSF Association Tax Institute |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Business | Footscray Institute of Technology |
Cert IV Superannuation | Terra Cordis Pty Ltd |
Certificate IV Financial Planning | University Technology Sydney |
Diploma in Taxation Law | Monash University |
Portfolio Construction Forum Conference | Portfolio Construction Forum |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000437164 | LDB FINANCIAL GROUP PTY LTD | 2018-08-01 - | LDB WEALTH SOLUTIONS PTY LTD |
000427945 | BRIGHT RIDGE PTY. LTD. | 2015-01-01 - 2018-07-31 | BRIGHT RIDGE PTY. LTD. |
Licence Name | LDB FINANCIAL GROUP PTY LTD |
Licence Number | 000437164 |
Licence ABN | 83161933777 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
PHILIPPA LOUISE CROMBIE | Ldb Financial Group Pty Ltd | Current | 2017-08-10 |
MATTHEW PHILLIP KELLER | Ldb Financial Group Pty Ltd | Current | 2017-06-13 |
KATHY JO SMITH | Ldb Financial Group Pty Ltd | Current | 2017-05-05 |
TIMOTHY JOHN O'LOUGHLIN | Ldb Financial Group Pty Ltd | Current | 2015-04-08 |
STEPHEN JOHN TROTT | Ldb Financial Group Pty Ltd | Current | 2013-07-01 |
CHRISTOPHER JOHN PAYNE | Ldb Financial Group Pty Ltd | Current | 2013-07-01 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
PHILIPPA LOUISE CROMBIE | Ldb Financial Group Pty Ltd | Current | 2017-08-10 |
MATTHEW PHILLIP KELLER | Ldb Financial Group Pty Ltd | Current | 2017-06-13 |
KATHY JO SMITH | Ldb Financial Group Pty Ltd | Current | 2017-05-05 |
TIMOTHY JOHN O'LOUGHLIN | Ldb Financial Group Pty Ltd | Current | 2015-04-08 |
STEPHEN JOHN TROTT | Ldb Financial Group Pty Ltd | Current | 2013-07-01 |
CHRISTOPHER JOHN PAYNE | Ldb Financial Group Pty Ltd | Current | 2013-07-01 |
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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.