LISA ANN WATZEK (Adviser# 000265136) 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 December 12, 2015.
| Register Name | Financial Advisers |
| Adviser Name | LISA ANN WATZEK |
| Adviser Number | 000265136 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 47340819826 |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000240687 SECURITOR FINANCIAL GROUP LTD |
| Licence ABN | 48009189495 |
| Licence Controlled By | WESTPAC BANKING CORPORATION |
| Adviser Start Date | 2015-12-12 |
| Appointing Representative Name | SDFPS PTY LTD |
| Appointing Representative Number | 000424943 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor Of Commerce (Accounting) | University Of Queensland |
| Bachelor Of Commerce (Honours) | University Of Southern Queensland |
| Certified Financial Planner | Financial Planning Association |
| Diploma of Financial Planning | Financial Planning Association |
| SMSF Specialist Advisor | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2015-12-12 - | SDFPS PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2011-08-08 - 2012-05-01 | |
| 000237641 |
GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED |
2009-03-16 - 2011-08-04 | |
| 000230323 |
CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD |
2007-01-03 - 2009-03-13 | |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2004-02-26 - 2007-01-02 | |
| 000237641 |
GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED |
2003-12-08 - 2015-12-11 | GUARDIANFP LTD |
| Licence Name | SECURITOR FINANCIAL GROUP LTD |
| Licence Number | 000240687 |
| Licence ABN | 48009189495 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES CRAWFORD GREEN | Securitor Financial Group Ltd | Current | 2018-07-31 |
| SHEREEN CHURCHILL | Securitor Financial Group Ltd | Current | 2018-07-26 |
| LIESL JANELLE MASLEN | Securitor Financial Group Ltd | Current | 2018-07-19 |
| MARK EDWARDS | Securitor Financial Group Ltd | Current | 2018-07-06 |
| MICHAEL WALMSLEY | Securitor Financial Group Ltd | Current | 2018-06-29 |
| PAUL HALLIGAN | Securitor Financial Group Ltd | Current | 2018-06-29 |
| REECE MARINI | Securitor Financial Group Ltd | Current | 2018-05-02 |
| CHARLES ELLIOT JEREMY GREEN | Securitor Financial Group Ltd | Current | 2018-04-16 |
| JULIE ANNE GRAY | Securitor Financial Group Ltd | Current | 2018-03-24 |
| MARK ANDREW EYLES | Securitor Financial Group Ltd | Current | 2018-03-16 |
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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.