DANIEL ROSE (Adviser# 000247041) 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 9, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DANIEL ROSE |
| Adviser Number | 000247041 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2000 |
| Financial Service (AFS) Licence |
Licence# 000401712 EVERMORE MONEY MANAGEMENT PTY LTD |
| Licence ABN | 22149269116 |
| Adviser Start Date | 2017-10-09 |
| Appointing Representative Name | EVERMORE MONEY MANAGEMENT PTY LTD |
| Appointing Representative Number | 000401712 |
| Appointing Representative ABN | 22149269116 |
| Memberships | CFP - Certified Financial Planner (FPA) |
| Further Restrictions | Unable to deal in derivatives. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | FPA & Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000401712 |
EVERMORE MONEY MANAGEMENT PTY LTD
Further restrictions: Unable to deal in derivatives. |
2017-10-09 - | EVERMORE MONEY MANAGEMENT PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2007-08-01 - 2017-09-30 | CHARTER FINANCIAL PLANNING LIMITED |
| Licence Name | EVERMORE MONEY MANAGEMENT PTY LTD |
| Licence Number | 000401712 |
| Licence ABN | 22149269116 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| QADEER AHMAD | Evermore Money Management Pty Ltd | Current | 2018-08-29 |
| AMANDA THOMPSON | Evermore Money Management Pty Ltd | Current | 2018-07-05 |
| RONALD MELLODY | Evermore Money Management Pty Ltd | Current | 2018-07-04 |
| VAUGHAN WILLIAM FRANKS | Evermore Money Management Pty Ltd | Current | 2018-07-04 |
| KRISTEN LOUISE QUIRK | Evermore Money Management Pty Ltd | Current | 2018-07-04 |
| EMLYN OLIVIER | Evermore Money Management Pty Ltd | Ceased | 2018-07-02 |
| CHRISTOPHER ALAN EAST | Evermore Money Management Pty Ltd | Current | 2018-06-30 |
| SHAUN ROBARDS | Evermore Money Management Pty Ltd | Current | 2018-06-07 |
| DAVID KING | Evermore Money Management Pty Ltd | Current | 2018-05-14 |
| JAKE MATHEW TAYLOR | Evermore Money Management Pty Ltd | Current | 2018-04-26 |
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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.