GEOFFREY ALEXANDER ROGERS (Adviser# 000278268) 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 August 15, 2018.
| Register Name | Financial Advisers |
| Adviser Name | GEOFFREY ALEXANDER ROGERS |
| Adviser Number | 000278268 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000246638 INTERPRAC FINANCIAL PLANNING PTY LTD |
| Licence ABN | 14076093680 |
| Licence Controlled By |
INTERPRAC LTD. INTERPRAC PTY LTD [Date Ceased: 15/12/2017] SEQUOIA FINANCIAL GROUP LTD |
| Adviser Start Date | 2018-08-15 |
| Appointing Representative Name | CAMDEN VALLEY FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 001258636 |
| Appointing Representative ABN | 77620128805 |
| Memberships |
CPA Australia (CPA) Institute of Public Accountants (IPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Western Sydney |
| Graduate Diploma of Financial Planning | Kaplan (formerly FINSIA) |
| Margin Lending and Geared Investments | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000246638 |
INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD |
2018-08-15 - | CAMDEN VALLEY FINANCIAL PLANNING PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2017-09-28 - 2018-07-06 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2004-07-03 - 2017-09-25 | COUNT FINANCIAL LIMITED |
| Licence Name | INTERPRAC FINANCIAL PLANNING PTY LTD |
| Licence Number | 000246638 |
| Licence ABN | 14076093680 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TREANNA MARLENE MICHLIK | Interprac Financial Planning Pty Ltd | Current | 2018-08-31 |
| SHANE MICHAEL NEAVES | Interprac Financial Planning Pty Ltd | Current | 2018-08-30 |
| SARAH JANE HART | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| ALLISA POPE | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| PREETI MALINI SHARMA | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| KEN READ | Interprac Financial Planning Pty Ltd | Current | 2018-08-24 |
| BRODIE READ | Interprac Financial Planning Pty Ltd | Current | 2018-08-24 |
| PATRICK VALENTINE HENNESSY | Interprac Financial Planning Pty Ltd | Current | 2018-08-23 |
| PAUL LIONEL QUIEROS | Interprac Financial Planning Pty Ltd | Current | 2018-08-18 |
| SHANNON DEARSLY | Interprac Financial Planning Pty Ltd | Current | 2018-08-11 |
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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.