LACHLAN ANDREWS BARR (Adviser# 000292304) 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 March 13, 2017.
| Register Name | Financial Advisers |
| Adviser Name | LACHLAN ANDREWS BARR |
| Adviser Number | 000292304 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000307379 PATRON FINANCIAL SERVICES PTY LTD |
| Licence ABN | 13122381908 |
| Licence Controlled By | STEINHARDT HOLDINGS PTY LTD |
| Adviser Start Date | 2017-03-13 |
| Appointing Representative Name | PATRON FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000307379 |
| Appointing Representative ABN | 13122381908 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Securities - excludes direct equities; Superannuation - excludes Self-Managed Superannuation Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | AMP Financial Services |
| Tier 1 Margin Lending | Personal Advice - Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000307379 |
PATRON FINANCIAL SERVICES PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD Further restrictions: Securities - excludes direct equities; Superannuation - excludes Self-Managed Superannuation Funds |
2017-03-13 - | PATRON FINANCIAL SERVICES PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2016-03-15 - 2016-08-31 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2011-12-07 - 2016-03-01 | WESTPAC BANKING CORPORATION |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2009-12-08 - 2010-12-23 |
| Licence Name | PATRON FINANCIAL SERVICES PTY LTD |
| Licence Number | 000307379 |
| Licence ABN | 13122381908 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| YVONNE GILLAM | Patron Financial Services Pty Ltd | Ceased | 2017-02-07 |
| CHANDAR VARADHAN | Patron Financial Services Pty Ltd | Current | 2016-02-25 |
| LYN DIXON | Patron Financial Services Pty Ltd | Ceased | 2015-12-22 |
| NICKOLAS KONDRATENKO | Patron Financial Services Pty Ltd | Ceased | 2015-06-05 |
| FAI DENG | Patron Financial Services Pty Ltd | Ceased | 2015-06-05 |
| JINGJING YE | Patron Financial Services Pty Ltd | Ceased | 2015-04-02 |
| BILL SACMAROSKI | Patron Financial Services Pty Ltd | Current | 2015-03-02 |
| MUSHTAQ KHAN | Patron Financial Services Pty Ltd | Ceased | 2015-02-20 |
| HAROLD JOHN GARDEN | Patron Financial Services Pty Ltd | Current | 2015-02-13 |
| KAYLEE AILSA GARDEN | Patron Financial Services Pty Ltd | Current | 2015-02-13 |
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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.