LORENA MILLETT (Adviser# 000288757) 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 October 3, 2012.
Register Name | Financial Advisers |
Adviser Name | LORENA MILLETT |
Adviser Number | 000288757 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2005 |
Financial Service (AFS) Licence |
Licence# 000421290 OYA FINANCIAL SERVICES PTY LTD |
Licence ABN | 31156147223 |
Adviser Start Date | 2012-10-03 |
Appointing Representative Name | OSBORNE YUILLE FINANCIAL SERVICES PTY LTD |
Appointing Representative Number | 000283452 |
Appointing Representative ABN | 85079137590 |
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Qualification / Degree | Institute / School |
---|---|
ASX Accredited Listed Products Adviser (ALPA) Program | LPAC |
Cavendish & ICFS Specialist SMSF Course | Cavendish & ICFS |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000421290 | OYA FINANCIAL SERVICES PTY LTD | 2012-10-03 - | OSBORNE YUILLE FINANCIAL SERVICES PTY LTD |
000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2012-02-14 - 2012-10-02 | LORENA MILLETT |
000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2011-11-15 - 2011-12-19 | LORENA MILLETT |
000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2005-05-20 - 2011-11-10 | LORENA MILLETT |
Licence Name | OYA FINANCIAL SERVICES PTY LTD |
Licence Number | 000421290 |
Licence ABN | 31156147223 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
CAMERON ROBERT STUART | Oya Financial Services Pty Ltd | Current | 2018-03-15 |
NICHOLAS ADAM WALL | Oya Financial Services Pty Ltd | Current | 2018-02-01 |
SEAN DAVID FORREST | Oya Financial Services Pty Ltd | Ceased | 2017-01-25 |
BRANDON WILLIAM ELLIOTT | Oya Financial Services Pty Ltd | Ceased | 2015-03-26 |
CAMERON ROBERT STUART | Oya Financial Services Pty Ltd | Current | 2014-04-08 |
NESTOR RAMIREZ | Oya Financial Services Pty Ltd | Current | 2014-01-08 |
DAMIAN FRANCIS SMITH | Oya Financial Services Pty Ltd | Current | 2012-10-03 |
JOHN ANTHONY OSBORNE | Oya Financial Services Pty Ltd | Ceased | 2012-10-03 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
CAMERON ROBERT STUART | Oya Financial Services Pty Ltd | Current | 2018-03-15 |
NICHOLAS ADAM WALL | Oya Financial Services Pty Ltd | Current | 2018-02-01 |
SEAN DAVID FORREST | Oya Financial Services Pty Ltd | Ceased | 2017-01-25 |
BRANDON WILLIAM ELLIOTT | Oya Financial Services Pty Ltd | Ceased | 2015-03-26 |
CAMERON ROBERT STUART | Oya Financial Services Pty Ltd | Current | 2014-04-08 |
NESTOR RAMIREZ | Oya Financial Services Pty Ltd | Current | 2014-01-08 |
DAMIAN FRANCIS SMITH | Oya Financial Services Pty Ltd | Current | 2012-10-03 |
JOHN ANTHONY OSBORNE | Oya Financial Services Pty Ltd | Ceased | 2012-10-03 |
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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.