SHAUN ROBERT ALBERT (Adviser# 001266446) 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 30, 2018.
Register Name | Financial Advisers |
Adviser Name | SHAUN ROBERT ALBERT |
Adviser Number | 001266446 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2016 |
Financial Service (AFS) Licence |
Licence# 000426722 PRINCIPAL PARTNERS (VIC) PTY LTD |
Licence ABN | 28154767423 |
Adviser Start Date | 2018-07-30 |
Appointing Representative Name | PRINCIPAL PARTNERS (VIC) PTY LTD |
Appointing Representative Number | 000426722 |
Appointing Representative ABN | 28154767423 |
Memberships | Financial Planning Association of Australia (FPA) |
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Qualification / Degree | Institute / School |
---|---|
Advanced Diploam of Financial Planning | Investment Banking Institute |
Diploma of Financial Planning | Investment Banking Institute |
Garduate Diploma of Financial Planning | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000426722 | PRINCIPAL PARTNERS (VIC) PTY LTD | 2018-07-30 - | PRINCIPAL PARTNERS (VIC) PTY LTD |
000225738 | BOSTON REED PTY LTD | 2016-03-22 - 2018-05-25 | SHAUN ALBERT |
Licence Name | PRINCIPAL PARTNERS (VIC) PTY LTD |
Licence Number | 000426722 |
Licence ABN | 28154767423 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
CHRISTOPHER WALLS | Principal Partners (vic) Pty Ltd | Ceased | 2016-07-18 |
CALLEN JAY ROGERSON | Principal Partners (vic) Pty Ltd | Ceased | 2013-07-08 |
JOHN BRADY | Principal Partners (vic) Pty Ltd | Current | 2013-05-01 |
BRAD DAVID AKKERMAN | Principal Partners (vic) Pty Ltd | Current | 2013-05-01 |
MATTHEW MORLEY | Principal Partners (vic) Pty Ltd | Ceased | 2013-05-01 |
DARIO GAMBA | Principal Partners (vic) Pty Ltd | Ceased | 2013-01-18 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
CHRISTOPHER WALLS | Principal Partners (vic) Pty Ltd | Ceased | 2016-07-18 |
CALLEN JAY ROGERSON | Principal Partners (vic) Pty Ltd | Ceased | 2013-07-08 |
JOHN BRADY | Principal Partners (vic) Pty Ltd | Current | 2013-05-01 |
BRAD DAVID AKKERMAN | Principal Partners (vic) Pty Ltd | Current | 2013-05-01 |
MATTHEW MORLEY | Principal Partners (vic) Pty Ltd | Ceased | 2013-05-01 |
DARIO GAMBA | Principal Partners (vic) Pty Ltd | Ceased | 2013-01-18 |
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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.