LACHLAN DOUGLAS SUNDERLAND SCHONFELDER (Adviser# 000271129) 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 27, 2017.
| Register Name | Financial Advisers |
| Adviser Name | LACHLAN DOUGLAS SUNDERLAND SCHONFELDER |
| Adviser Number | 000271129 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1995 |
| Financial Service (AFS) Licence |
Licence# 000500435 HAVANA FINANCIAL SERVICES PTY LTD |
| Licence ABN | 90619804518 |
| Licence Controlled By | Alexander EUVRARD |
| Adviser Start Date | 2017-11-27 |
| Appointing Representative Name | HAVANA FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000500435 |
| Appointing Representative ABN | 90619804518 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Financial Planning Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000500435 |
HAVANA FINANCIAL SERVICES PTY LTD
Licence controlled by: Alexander EUVRARD |
2017-11-27 - | HAVANA FINANCIAL SERVICES PTY LTD |
| 000233763 |
CARNBREA & CO. LTD.
Licence controlled by: BENNELONG WEALTH HOLDINGS PTY. LTD. [Date Ceased: 03/07/2018] ~ The Trustee for Carnbrea Securities Trust |
2015-10-20 - 2017-09-05 | CARNBREA & CO. LTD. |
| 000312489 | MW PLANNING PTY LTD | 2007-05-31 - 2015-11-30 |
| Licence Name | HAVANA FINANCIAL SERVICES PTY LTD |
| Licence Number | 000500435 |
| Licence ABN | 90619804518 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DEAN WEBSTER KIMPTON | Havana Financial Services Pty Ltd | Current | 2018-08-06 |
| DEAN BURKE O'HARA | Havana Financial Services Pty Ltd | Current | 2018-07-04 |
| MICHAEL KEITH WOOD | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
| JOSHUA LANE | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
| MELISSA GOODIN | Havana Financial Services Pty Ltd | Current | 2018-06-09 |
| KEN CALDERWOOD | Havana Financial Services Pty Ltd | Ceased | 2018-05-21 |
| ALEXANDER BRUCE COOK | Havana Financial Services Pty Ltd | Current | 2018-03-12 |
| THOMAS EUVRARD | Havana Financial Services Pty Ltd | Current | 2018-02-02 |
| NADIA CASSIDY | Havana Financial Services Pty Ltd | Current | 2018-01-09 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DEAN WEBSTER KIMPTON | Havana Financial Services Pty Ltd | Current | 2018-08-06 |
| DEAN BURKE O'HARA | Havana Financial Services Pty Ltd | Current | 2018-07-04 |
| MICHAEL KEITH WOOD | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
| JOSHUA LANE | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
| MELISSA GOODIN | Havana Financial Services Pty Ltd | Current | 2018-06-09 |
| KEN CALDERWOOD | Havana Financial Services Pty Ltd | Ceased | 2018-05-21 |
| BRENDAN MARK HECK | Havana Financial Services Pty Ltd | Ceased | 2018-05-21 |
| ALEXANDER BRUCE COOK | Havana Financial Services Pty Ltd | Current | 2018-03-12 |
| THOMAS EUVRARD | Havana Financial Services Pty Ltd | Current | 2018-02-02 |
| NADIA CASSIDY | Havana Financial Services Pty Ltd | Current | 2018-01-09 |
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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.