LEONARD NORMAN ELIAS


Licensee: MYPLANNER PROFESSIONAL SERVICES PTY LTD

LEONARD NORMAN ELIAS (Adviser# 000231043) 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.

Adviser Overview

Register Name Financial Advisers
Adviser Name LEONARD NORMAN ELIAS
Adviser Number 000231043
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000425542
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence ABN 51159696830
Adviser Start Date 2018-07-23
Appointing Representative Name MYPLANNER PROFESSIONAL SERVICES PTY LTD
Appointing Representative Number 000425542
Appointing Representative ABN 51159696830
Further Restrictions Superannuation includes advice pertaining to Self-Managed Superannuation

Authorisations to provide financial product advice

  • LEONARD NORMAN ELIAS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
ASX Accreditation Kaplan
Advanced Diploma of Financial Planning Mentor
Collaborative Practise Level 1 University of Technology Sydney
Margin Lending & Gearing Accreditation Kaplan
SMSF Accreditation Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000425542 MYPLANNER PROFESSIONAL SERVICES PTY LTD
Further restrictions: Superannuation includes advice pertaining to Self-Managed Superannuation
2018-07-23 - MYPLANNER PROFESSIONAL SERVICES PTY LTD
000345905 MYPLANNER AUSTRALIA PTY LTD 2014-07-07 - 2018-07-23 MYPLANNER AUSTRALIA PTY LTD
000301642 CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD 2012-09-20 - 2014-07-07 LEONARD NORMAN ELIAS
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2009-07-01 - 2012-09-19 LEONARD NORMAN ELIAS

Licensee Information

Licence Name MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence Number 000425542
Licence ABN 51159696830

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARC SCHNEIDER Myplanner Professional Services Pty Ltd Current 2018-08-28
GARETH DAVIES Myplanner Professional Services Pty Ltd Current 2018-08-15
EVA MARIA WADE Myplanner Professional Services Pty Ltd Current 2018-07-13
MERVIN WILLY ROBERT Myplanner Professional Services Pty Ltd Current 2018-07-13
CHRIS JOHN CANNON Myplanner Professional Services Pty Ltd Current 2018-07-13
TODD PETER MARTIN Myplanner Professional Services Pty Ltd Current 2018-07-13
NATHAN JOSHUA BOSMAN Myplanner Professional Services Pty Ltd Current 2018-07-13
DANNY PIANTA Myplanner Professional Services Pty Ltd Current 2018-07-13
CLINTON PAUL RAUTNER GILLMAN Myplanner Professional Services Pty Ltd Current 2018-07-13
JOHN LISTON Myplanner Professional Services Pty Ltd Current 2018-07-10

Competitor

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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.