ALICIA UALESI KENDALL


Licensee: BURRELL STOCKBROKING PTY LTD

ALICIA UALESI KENDALL (Adviser# 000251054) 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 21, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name ALICIA UALESI KENDALL
Adviser Number 000251054
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000247431
BURRELL STOCKBROKING PTY LTD
Licence ABN 82088958481
Licence Controlled By BURRELL & CO HOLDINGS PTY LTD
Adviser Start Date 2016-11-21
Appointing Representative Name BURRELL STOCKBROKING PTY LTD
Appointing Representative Number 000247431
Appointing Representative ABN 82088958481
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ALICIA UALESI KENDALL
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Bachelors of Commerce in Financial Planning & Investment Griffith University
Certificate in Financial Planning The Chartered Insurance Institute
Diploma of Stockbroking Stockbrokers Association of Australia
Financial Planner AFP

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000247431 BURRELL STOCKBROKING PTY LTD
Licence controlled by: BURRELL & CO HOLDINGS PTY LTD
2016-11-21 - BURRELL STOCKBROKING PTY LTD
000238478 FUTURO FINANCIAL SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD
2016-09-12 - 2016-11-18 FUTURO FINANCIAL SERVICES PTY LTD
000230323 CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD
Further restrictions: Advice on superannuation excludes self managed superannuation funds
2015-11-09 - 2016-08-26 CONSULTUM FINANCIAL ADVISERS PTY LTD
000247431 BURRELL STOCKBROKING PTY LTD
Licence controlled by: BURRELL & CO HOLDINGS PTY LTD
2015-01-01 - 2015-10-30 BURRELL STOCKBROKING PTY LTD

Licensee Information

Licence Name BURRELL STOCKBROKING PTY LTD
Licence Number 000247431
Licence ABN 82088958481

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
WAYNE MATTHEWS Burrell Stockbroking Pty Ltd Current 2018-07-09
PATRICK SHANNON Burrell Stockbroking Pty Ltd Current 2018-06-01
PHILIP DOMINIC RASSALSKI Burrell Stockbroking Pty Ltd Current 2017-08-21
SHANNON MCSHANE Burrell Stockbroking Pty Ltd Current 2017-06-06
ELENE LOIS WORTHINGTON Burrell Stockbroking Pty Ltd Current 2016-01-25
THOMAS JOHN KIRBY Burrell Stockbroking Pty Ltd Current 2016-01-01
CARA COURTNEY CHUGG Burrell Stockbroking Pty Ltd Current 2016-01-01
MICHAEL GUNN Burrell Stockbroking Pty Ltd Ceased 2015-08-11
MARK ANTHONY INGLIS Burrell Stockbroking Pty Ltd Ceased 2015-07-08
KEITH DOUGLAS RUDD Burrell Stockbroking Pty Ltd Current 2015-02-19

Competitor

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Dataset Information


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.