GRAEME ALI


Licensee: LANYON PARTNERS PRIVATE WEALTH PTY LTD

GRAEME ALI (Adviser# 000310619) 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 January 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name GRAEME ALI
Adviser Number 000310619
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000228914
LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence ABN 77085878897
Licence Controlled By LANYON PARTNERS CONSOLIDATED PTY LTD
Adviser Start Date 2017-01-01
Appointing Representative Name LANYON PARTNERS PRIVATE WEALTH PTY LTD
Appointing Representative Number 000228914
Appointing Representative ABN 77085878897
Memberships AFP - Financial Planner (FPA)
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • GRAEME ALI
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Kaplan Professional
Diploma of Financial Services (Financial Planning) Tribeca
Fellow Chartered Financial Practitioner (FChFP) AFA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000228914 LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence controlled by: LANYON PARTNERS CONSOLIDATED PTY LTD
2017-01-01 - LANYON PARTNERS PRIVATE WEALTH PTY LTD
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: Authorised in MDA services, which is 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.One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
2007-02-22 - 2016-12-30 CHARTER FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence Number 000228914
Licence ABN 77085878897

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARK PAUL BUISMAN Lanyon Partners Private Wealth Pty Ltd Current 2018-05-14
ALEXANDER NAKONECHNYY Lanyon Partners Private Wealth Pty Ltd Current 2018-04-30
JUDE RAMANATHAN Lanyon Partners Private Wealth Pty Ltd Current 2018-02-21
DAVID CAMILO PEREZ ESTUPINAN Lanyon Partners Private Wealth Pty Ltd Ceased 2017-03-27
IGOR MATESKI Lanyon Partners Private Wealth Pty Ltd Ceased 2016-10-03
CRAIG NICHOLAS MONAGLE Lanyon Partners Private Wealth Pty Ltd Ceased 2016-07-27
BERNARD JOHN FLYNN Lanyon Partners Private Wealth Pty Ltd Ceased 2016-07-27
ENRICO LENZI Lanyon Partners Private Wealth Pty Ltd Ceased 2016-07-27
TIMOTHY CRAIG KILHAM Lanyon Partners Private Wealth Pty Ltd Ceased 2016-07-01
STEPHEN JOSEPH ELSBURY Lanyon Partners Private Wealth Pty Ltd Ceased 2016-07-01

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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.