SUSAN LEPIDI (Adviser# 000286625) 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 July 27, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SUSAN LEPIDI |
| Adviser Number | 000286625 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000385845 NEO FINANCIAL SOLUTIONS PTY LTD |
| Licence ABN | 64141607098 |
| Adviser Start Date | 2016-07-27 |
| Appointing Representative Name | THE LOCAL FINANCIAL PLANNER PTY. LTD. |
| Appointing Representative Number | 001244635 |
| Appointing Representative ABN | 16611571718 |
| Memberships |
CIO #409609 MFAA #12626 |
|
| Qualification / Degree | Institute / School |
|---|---|
| DFS FNS50504 | Kaplan |
| Diploma of Financial Services ( Financial Planning) | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000385845 | NEO FINANCIAL SOLUTIONS PTY LTD | 2016-07-27 - | THE LOCAL FINANCIAL PLANNER PTY. LTD. |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2016-07-01 - 2016-07-19 | GWM ADVISER SERVICES LIMITED |
| 000340289 |
WEALTH TODAY PTY LTD
Licence controlled by: SPRING FG LIMITED |
2011-06-08 - 2016-06-09 | STK GROUP PTY LTD |
| Licence Name | NEO FINANCIAL SOLUTIONS PTY LTD |
| Licence Number | 000385845 |
| Licence ABN | 64141607098 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAMIAN PETER CAVENEY | Neo Financial Solutions Pty Ltd | Current | 2018-07-01 |
| BRENDON HUNT | Neo Financial Solutions Pty Ltd | Current | 2018-06-27 |
| WAYNE ANTHONY DUNCAN | Neo Financial Solutions Pty Ltd | Current | 2018-02-15 |
| JAGMOHAN SINGH | Neo Financial Solutions Pty Ltd | Ceased | 2018-02-09 |
| DOMENICO PAUL COSTANZO | Neo Financial Solutions Pty Ltd | Current | 2017-11-30 |
| PETER JIANCHAO XU | Neo Financial Solutions Pty Ltd | Current | 2017-11-27 |
| GREGG KRISTIAN WATTS | Neo Financial Solutions Pty Ltd | Current | 2017-10-09 |
| JEROME HANS PAUL WARE ORR-YOUNG | Neo Financial Solutions Pty Ltd | Current | 2017-09-20 |
| ANTONIO GIUSEPPE RACCUIA | Neo Financial Solutions Pty Ltd | Current | 2017-08-09 |
| SIMON JOHNS | Neo Financial Solutions Pty Ltd | Current | 2017-07-06 |
Please comment or provide details below to improve the information on .
| 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.