TRIXLY ANDRADA

Licensee: SHADFORTH FINANCIAL GROUP LIMITED

TRIXLY ANDRADA (Adviser# 000289223) 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 April 27, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name TRIXLY ANDRADA
Adviser Number 000289223
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000318613
SHADFORTH FINANCIAL GROUP LIMITED
Licence ABN 27127508472
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2016-04-27
Appointing Representative Name SHADFORTH FINANCIAL GROUP LIMITED
Appointing Representative Number 000318613
Appointing Representative ABN 27127508472
Memberships CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Further Restrictions This Authority permits the person to provide the financial services specified under the direct supervision of a personal client adviser (PCA), or in the case of written advice, where it has been checked and countersigned by a PCA before issue.Can provide advice in Superannuation except for Self-Managed Superannuation.

Authorisations to provide financial product advice

  • TRIXLY ANDRADA
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce LaTrobe University
Certified Financial Planner (CFP) Financial Planning Association of Australia
Diploma of Financial Planning Financial Planning Association of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000318613 SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD
Further restrictions: This Authority permits the person to provide the financial services specified under the direct supervision of a personal client adviser (PCA), or in the case of written advice, where it has been checked and countersigned by a PCA before issue.Can provide advice in Superannuation except for Self-Managed Superannuation.
2016-04-27 - SHADFORTH FINANCIAL GROUP LIMITED
000237122 ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2008-06-10 - 2012-07-13

Licensee Information

Licence Name SHADFORTH FINANCIAL GROUP LIMITED
Licence Number 000318613
Licence ABN 27127508472

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RYAN LOVEDAY Shadforth Financial Group Limited Current 2018-08-08
DUNCAN MICHAEL CAREY Shadforth Financial Group Limited Current 2018-07-16
HE YING Shadforth Financial Group Limited Current 2018-07-13
AZHER ABBAS KHAN Shadforth Financial Group Limited Current 2018-07-05
KARL THEODORE SCHMIDT Shadforth Financial Group Limited Current 2018-07-03
RHIANNAN KAY SMIT Shadforth Financial Group Limited Current 2018-07-03
BRADLEY STUART MILLER Shadforth Financial Group Limited Current 2018-04-11
GEORGINA RAE SAVAGE Shadforth Financial Group Limited Current 2018-04-10
JASON ANTHONY KENNA Shadforth Financial Group Limited Current 2018-03-15
MATHEW WILLIAM BARRY MCDONALD Shadforth Financial Group Limited Current 2018-03-13

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Dataset Information

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.