KEVIN WARD (Adviser# 000237299) 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 November 15, 2016.
| Register Name | Financial Advisers |
| Adviser Name | KEVIN WARD |
| Adviser Number | 000237299 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1995 |
| Financial Service (AFS) Licence |
Licence# 000246638 INTERPRAC FINANCIAL PLANNING PTY LTD |
| Licence ABN | 14076093680 |
| Licence Controlled By |
INTERPRAC LTD. INTERPRAC PTY LTD [Date Ceased: 15/12/2017] SEQUOIA FINANCIAL GROUP LTD |
| Adviser Start Date | 2016-11-15 |
| Appointing Representative Name | BALANCED BY DESIGN GROUP PTY LTD |
| Appointing Representative Number | 001248919 |
| Appointing Representative ABN | 42613805815 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning (equivalent units) | Various providers |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000246638 |
INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD |
2016-11-15 - | BALANCED BY DESIGN GROUP PTY LTD |
| 000225051 | INTEGRITY FINANCIAL PLANNERS PTY. LTD. | 2014-04-24 - 2016-11-14 | INTEGRITY FINANCIAL PLANNERS PTY. LTD. |
| 000238030 | WEALTHSURE PTY LTD | 2009-07-07 - 2014-04-24 |
| Licence Name | INTERPRAC FINANCIAL PLANNING PTY LTD |
| Licence Number | 000246638 |
| Licence ABN | 14076093680 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TREANNA MARLENE MICHLIK | Interprac Financial Planning Pty Ltd | Current | 2018-08-31 |
| SHANE MICHAEL NEAVES | Interprac Financial Planning Pty Ltd | Current | 2018-08-30 |
| SARAH JANE HART | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| ALLISA POPE | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| PREETI MALINI SHARMA | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| KEN READ | Interprac Financial Planning Pty Ltd | Current | 2018-08-24 |
| BRODIE READ | Interprac Financial Planning Pty Ltd | Current | 2018-08-24 |
| PATRICK VALENTINE HENNESSY | Interprac Financial Planning Pty Ltd | Current | 2018-08-23 |
| PAUL LIONEL QUIEROS | Interprac Financial Planning Pty Ltd | Current | 2018-08-18 |
| GEOFFREY ALEXANDER ROGERS | Interprac Financial Planning Pty Ltd | Current | 2018-08-15 |
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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.