DAVID ROBERTS (Adviser# 000239986) 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 August 9, 2016.
| Register Name | Financial Advisers |
| Adviser Name | DAVID ROBERTS |
| Adviser Number | 000239986 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1995 |
| Financial Service (AFS) Licence |
Licence# 000231103 FIDUCIAN FINANCIAL SERVICES PTY LTD |
| Licence ABN | 46094765134 |
| Licence Controlled By | FIDUCIAN GROUP LIMITED |
| Adviser Start Date | 2016-08-09 |
| Appointing Representative Name | FIDUCIAN FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000231103 |
| Appointing Representative ABN | 46094765134 |
| Further Restrictions | The financial adviser is authorised to provide SMSF personal advice to retail clients. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services (Financial Planning) | Integratec (Aust) Pty Limited |
| Self Managed Superannuation Fund Adviser (Personal Advice) | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000231103 |
FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence controlled by: FIDUCIAN GROUP LIMITED Further restrictions: The financial adviser is authorised to provide SMSF personal advice to retail clients. |
2016-08-09 - | FIDUCIAN FINANCIAL SERVICES PTY LTD |
| 000437518 |
AVALONFS PTY LTD
Licence controlled by: Amodio Financial Services Pty Ltd ATF AFS Trust [Date Ceased: 07/04/2016] Further restrictions: No Margin Lending; No securities |
2016-02-01 - 2016-08-08 | AVALONFS PTY LTD |
| 000414256 |
AIW DEALER SERVICES PTY LTD
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD |
2014-06-24 - 2016-02-01 | AIW DEALER SERVICES PTY LTD |
| 000338441 | 101 WEALTH SOLUTIONS PTY LTD | 2013-06-11 - 2014-06-24 | DAVID ROBERTS |
| 000237641 |
GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED |
2013-02-15 - 2013-06-05 | DAVID ROBERTS |
| 000312478 | AAA FINANCIAL INTELLIGENCE LTD | 2007-09-03 - 2013-02-12 | DAVID ROBERTS |
| Licence Name | FIDUCIAN FINANCIAL SERVICES PTY LTD |
| Licence Number | 000231103 |
| Licence ABN | 46094765134 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRIAN ANDREW GREAVES | Fiducian Financial Services Pty Ltd | Current | 2018-08-21 |
| GARY RAYMOND AMMON | Fiducian Financial Services Pty Ltd | Current | 2018-05-24 |
| RICHARD PIESSE | Fiducian Financial Services Pty Ltd | Current | 2018-04-09 |
| JOSHUA GRAHAM CHARTERS | Fiducian Financial Services Pty Ltd | Current | 2018-02-05 |
| ALEXANDER JACK WILSON | Fiducian Financial Services Pty Ltd | Current | 2018-01-19 |
| TU THI VO | Fiducian Financial Services Pty Ltd | Current | 2018-01-19 |
| LYNNE MAREE NEVILLE | Fiducian Financial Services Pty Ltd | Current | 2017-11-13 |
| AMY GRACE LIPPIS | Fiducian Financial Services Pty Ltd | Current | 2017-11-03 |
| AMY LEE HOAD | Fiducian Financial Services Pty Ltd | Current | 2017-08-23 |
| TOBY JAMES ALLEN | Fiducian Financial Services Pty Ltd | Current | 2017-07-27 |
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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.