DAVID LAWRENCE DE CARLI (Adviser# 000237133) 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 October 14, 2016.
| Register Name | Financial Advisers |
| Adviser Name | DAVID LAWRENCE DE CARLI |
| Adviser Number | 000237133 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000423710 FIRST MUTUAL AUSTRALIA PTY LTD |
| Licence ABN | 42154012085 |
| Licence Controlled By | ALLITON HOLDINGS PTY LTD |
| Adviser Start Date | 2016-10-14 |
| Appointing Representative Name | FIRST MUTUAL AUSTRALIA PTY LTD |
| Appointing Representative Number | 000423710 |
| Appointing Representative ABN | 42154012085 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Financial Planning Association of Australia |
| Bachelor of Commerce | Deakin University |
| Diploma of Financial Planning | Financial Planning Association of Australia |
| Self Managed Superannuation Funds | Kaplan Education Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000423710 |
FIRST MUTUAL AUSTRALIA PTY LTD
Licence controlled by: ALLITON HOLDINGS PTY LTD |
2016-10-14 - | FIRST MUTUAL AUSTRALIA PTY LTD |
| 000247105 |
SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2012-05-21 - 2016-10-14 | FIRST START PTY LTD |
| 000286786 |
SENTRY FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2008-08-01 - 2016-10-14 | PROFESSIONAL ADVICE PTY LTD |
| Licence Name | FIRST MUTUAL AUSTRALIA PTY LTD |
| Licence Number | 000423710 |
| Licence ABN | 42154012085 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NEIL MACKAY | First Mutual Australia Pty Ltd | Current | 2018-08-03 |
| IVAN FILIPOVIC | First Mutual Australia Pty Ltd | Current | 2018-07-06 |
| UMAIR JAVED | First Mutual Australia Pty Ltd | Current | 2018-07-04 |
| ROGER DIETER SCHNAGL | First Mutual Australia Pty Ltd | Current | 2017-12-01 |
| DANIEL JAMES WANT | First Mutual Australia Pty Ltd | Current | 2017-12-01 |
| DARREN ANDREW BRIND | First Mutual Australia Pty Ltd | Current | 2017-09-25 |
| JULIAN LEON MILLMAN | First Mutual Australia Pty Ltd | Current | 2017-03-18 |
| GRAEME WILLIAM ADAMS | First Mutual Australia Pty Ltd | Current | 2017-03-01 |
| ELIZABETH ANNE CHRISTODOULOU | First Mutual Australia Pty Ltd | Current | 2016-12-05 |
| EVAN GEORGE CHRISTODOULOU | First Mutual Australia Pty Ltd | Current | 2016-12-05 |
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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.