KEVIN JOHN BLACKET (Adviser# 000245820) 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 13, 2011.
Register Name | Financial Advisers |
Adviser Name | KEVIN JOHN BLACKET |
Adviser Number | 000245820 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser ABN | 14849958759 |
Adviser First Advice Year | 1994 |
Financial Service (AFS) Licence |
Licence# 000410134 PILOT WEALTH MANAGEMENT PTY LTD |
Licence ABN | 68150457560 |
Adviser Start Date | 2011-10-13 |
Appointing Representative Name | PILOT WEALTH MANAGEMENT PTY LTD |
Appointing Representative Number | 000410134 |
Appointing Representative ABN | 68150457560 |
Memberships | Financial Planning Association of Australia (FPA) |
Further Restrictions | Authorised to provide personal financial product advice to retail clients on Deposit and Payment Products - Non Basic Deposit Products, Investment Life Insurance Products, Life Risk Insurance Products and Managed Investment Schemes, including IDPS and Retirement Savings Accounts and Securities and Superannuation - all and Standard Margin Lending Facilities. |
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Qualification / Degree | Institute / School |
---|---|
Certificate in Financial Markets | Securities Institute of Australia |
Certified Financial Planner | Financial Planning Association of Australia Limited |
Diploma of Financial Planning | Deakin University |
Margin Lending and Geared Investments | Kaplan |
Self Managed Superannuation Funds | Tribeca |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000410134 |
PILOT WEALTH MANAGEMENT PTY LTD
Further restrictions: Authorised to provide personal financial product advice to retail clients on Deposit and Payment Products - Non Basic Deposit Products, Investment Life Insurance Products, Life Risk Insurance Products and Managed Investment Schemes, including IDPS and Retirement Savings Accounts and Securities and Superannuation - all and Standard Margin Lending Facilities. |
2011-10-13 - | PILOT WEALTH MANAGEMENT PTY LTD |
000237982 | XPAL PLANNING PTY LTD | 2002-07-01 - 2011-10-03 |
Licence Name | PILOT WEALTH MANAGEMENT PTY LTD |
Licence Number | 000410134 |
Licence ABN | 68150457560 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
KEITH VINCENT BRENNER | Pilot Wealth Management Pty Ltd | Current | 2017-08-24 |
MALCOLM IAN GODFREY | Pilot Wealth Management Pty Ltd | Current | 2016-06-06 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
KEITH VINCENT BRENNER | Pilot Wealth Management Pty Ltd | Current | 2017-08-24 |
MALCOLM IAN GODFREY | Pilot Wealth Management Pty Ltd | Current | 2016-06-06 |
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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.