ADRIAN JOHN CASSIDY


Licensee: THE ADVICE EXCHANGE PTY LTD

ADRIAN JOHN CASSIDY (Adviser# 000228934) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is December 2, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ADRIAN JOHN CASSIDY
Adviser Number 000228934
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 1989
Financial Service (AFS) Licence Licence# 000278937
THE ADVICE EXCHANGE PTY LTD
Licence ABN 55107629194
Licence Controlled By ADVICE EXCHANGE SOLUTIONS PTY LTD
Adviser Start Date 2017-12-02
Adviser End Date 2018-06-29
Appointing Representative Name THE ADVICE EXCHANGE PTY LTD
Appointing Representative Number 000278937
Appointing Representative ABN 55107629194
Further Restrictions Authority excludes ability to provide credit services

Authorisations to provide financial product advice

  • ADRIAN JOHN CASSIDY

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000278937 THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD
Further restrictions: Authority excludes ability to provide credit services
2017-12-02 - 2018-06-29 THE ADVICE EXCHANGE PTY LTD
000230690 GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2011-05-01 - 2017-12-01 GODFREY PEMBROKE LIMITED
000226415 MERLEA INVESTMENTS PTY LTD 2001-12-01 - 2011-04-30

Licensee Information

Licence Name THE ADVICE EXCHANGE PTY LTD
Licence Number 000278937
Licence ABN 55107629194

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANJANEYA REDDY BASUPALLI The Advice Exchange Pty Ltd Current 2018-08-31
BACH PHAM The Advice Exchange Pty Ltd Current 2018-07-30
LACHLAN JAMES ANDERSON The Advice Exchange Pty Ltd Current 2018-07-23
SUSANNE NICOLE MARRO The Advice Exchange Pty Ltd Current 2018-07-18
BELINDA LEE PAYNE The Advice Exchange Pty Ltd Current 2018-07-09
BENJAMIN JAMES AYRIS The Advice Exchange Pty Ltd Current 2018-06-29
PAUL FRANCIS MCSHANE The Advice Exchange Pty Ltd Current 2018-06-01
SEAN MORDAUNT The Advice Exchange Pty Ltd Current 2018-04-10
ANTHONY GETSON The Advice Exchange Pty Ltd Ceased 2017-12-02
GUY CHARLES ADAMSON The Advice Exchange Pty Ltd Current 2017-12-01

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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.