DYLAN JAMES CRESSWELL (Adviser# 000312219) 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 November 21, 2016.
| Register Name | Financial Advisers |
| Adviser Name | DYLAN JAMES CRESSWELL |
| Adviser Number | 000312219 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000239180 PRIMESTOCK SECURITIES LIMITED |
| Licence ABN | 67089676068 |
| Adviser Start Date | 2016-11-21 |
| Appointing Representative Name | PRIMESTOCK SECURITIES LIMITED |
| Appointing Representative Number | 000239180 |
| Appointing Representative ABN | 67089676068 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) SMSF Association SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan |
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan |
| Bachelor of Business (Accounting) | Victoria University |
| Bachelor of Business (Accounting) | Victoria University |
| Diploma of Financial Services | Tribeca |
| Diploma of Financial Services | Tribeca |
| SMSF Association Specialist Advisor | SMSF Association |
| SMSF Association Specialist Advisor | SMSF Association |
| Self Managed Super Funds | Kaplan |
| Self Managed Super Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000239180 | PRIMESTOCK SECURITIES LIMITED | 2016-11-21 - | PRIMESTOCK SECURITIES LIMITED |
| 000240277 | PRIMESTOCK WEALTH MANAGEMENT PTY LTD | 2016-11-21 - | PRIMESTOCK WEALTH MANAGEMENT PTY LTD |
| 000238433 |
AUSURE PTY LTD
Further restrictions: Deposit and payment products limited to:- Basic Deposit Products;-Deposit Products otherthan basic Deposit Products Life Products including; a. Investment Life Insurance products aswell as any products issued by a Registered Life Insurance Company that are backed by oneor more of it's statutory Funds and; B. Life Risk Insurance products as well as any productsissued by a Registered Life Insurance Company that are backed by one or more of it'sstatutory funds; Interest in Managed Investment Schemes including investor directed portfolioservices; Retirement savings accounts ("RSA") products (Within the meaning of theRetirement Savings Account Act 1997); Superannuation and retirement products. ListedSecurities. |
2015-12-07 - 2016-11-21 | AUSURE PTY LTD |
| Licence Name | PRIMESTOCK SECURITIES LIMITED |
| Licence Number | 000239180 |
| Licence ABN | 67089676068 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SAMIDHA SINGH MORRIS | Primestock Securities Limited | Current | 2018-08-14 |
| MICHAEL COOPER | Primestock Securities Limited | Current | 2018-07-31 |
| NICHOLAS JOHN MILLER | Primestock Securities Limited | Current | 2018-04-27 |
| JARROD KEVIN RODDA | Primestock Securities Limited | Current | 2018-04-27 |
| PETRA VOZENILKOVA | Primestock Securities Limited | Ceased | 2017-08-15 |
| ROBERT JOHN PETRAKOS | Primestock Securities Limited | Current | 2017-05-01 |
| TROY OTTENS | Primestock Securities Limited | Ceased | 2017-03-27 |
| CHRISTOPHER WILLIAM JONES | Primestock Securities Limited | Ceased | 2017-02-10 |
| MUYU JIN | Primestock Securities Limited | Ceased | 2017-02-10 |
| MARTIN GEORGE THOMPSON | Primestock Securities Limited | Ceased | 2017-02-10 |
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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.