ANTHONY DAVID FOALE


Licensee: CSF PTY LIMITED

ANTHONY DAVID FOALE (Adviser# 000292419) 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 26, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANTHONY DAVID FOALE
Adviser Number 000292419
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000246664
CSF PTY LIMITED
Licence ABN 30006169286
Licence Controlled By CSF FINANCIAL SERVICES PTY LIMITED
Adviser Start Date 2017-07-26
Appointing Representative Name CSF PTY LIMITED
Appointing Representative Number 000246664
Appointing Representative ABN 30006169286
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ANTHONY DAVID FOALE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services Tribeca
Bachelor of Economics La Trobe University
Certified Financial Planner FPA
Diploma of Financial Planning Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246664 CSF PTY LIMITED
Licence controlled by: CSF FINANCIAL SERVICES PTY LIMITED
2017-07-26 - CSF PTY LIMITED
000411766 MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd
Further restrictions: Restrictions: Margin lending and general advice only in general insurance products.
2012-01-09 - 2017-07-19 MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
000235906 MERCER SUPERANNUATION (AUSTRALIA) LIMITED
Licence controlled by: Marsh Mercer Holdings (Australia) Pty Ltd
2005-08-18 - 2012-01-06

Licensee Information

Licence Name CSF PTY LIMITED
Licence Number 000246664
Licence ABN 30006169286

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SCOTT GORDON JOHNSON Csf Pty Limited Current 2018-05-25
SANDRA MICHELLE WILSON Csf Pty Limited Current 2018-05-25
PAUL ANDREW HALES Csf Pty Limited Current 2018-05-14
DANIEL ANEVSKI Csf Pty Limited Current 2018-04-20
RICHARD JAMES CROSARA Csf Pty Limited Current 2017-07-26
MELISSA KEATING Csf Pty Limited Current 2017-07-03
EMILEI MANHUE LUC Csf Pty Limited Current 2015-09-02
CAROLINE NGOI Csf Pty Limited Current 2015-02-02
ALAN GEOFFREY TATE Csf Pty Limited Ceased 2014-07-23
JESSICA HIGGINS Csf Pty Limited Current 2014-02-21

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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.