KRISTIAN WERNER KARLSEN (Adviser# 000309770) 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 August 21, 2015.
| Register Name | Financial Advisers |
| Adviser Name | KRISTIAN WERNER KARLSEN |
| Adviser Number | 000309770 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000385845 NEO FINANCIAL SOLUTIONS PTY LTD |
| Licence ABN | 64141607098 |
| Adviser Start Date | 2015-08-21 |
| Appointing Representative Name | KARLSEN WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 001234727 |
| Appointing Representative ABN | 29606738523 |
| Memberships |
AFP - Financial Planner (FPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Western Australia |
| Graduate Diploma of Financial Planning | Finsia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000385845 | NEO FINANCIAL SOLUTIONS PTY LTD | 2015-08-21 - | KARLSEN WEALTH MANAGEMENT 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: "Authorised to provide personal financial product advice to retail clients on MDA services. 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." |
2014-12-18 - 2015-07-03 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000411227 | NOW FINANCIAL GROUP PTY LIMITED | 2011-12-23 - 2014-05-07 | |
| 000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2007-01-25 - 2011-12-22 |
| 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 |
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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.