NATHANIEL LUKE PETER CHELL


Licensee: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD

NATHANIEL LUKE PETER CHELL (Adviser# 000325482) 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 June 26, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name NATHANIEL LUKE PETER CHELL
Adviser Number 000325482
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000234459
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence ABN 26098725145
Licence Controlled By AUSTRALIAN UNITY LIMITED
Adviser Start Date 2018-06-26
Appointing Representative Name AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Appointing Representative Number 000234459
Appointing Representative ABN 26098725145
Memberships Financial Planning Association of Australia (FPA)
Responsible Investment Association Australasia (RIAA)

Authorisations to provide financial product advice

  • NATHANIEL LUKE PETER CHELL
  • ·
  • Deposit Payment Non Basic 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
Bachelor of Management University of Newcastle
Diploma of Financial Services (Financial Planning) Mentor Education Pty Ltd
Magin Lending and Geared Investments Kaplan
Self-Managed Superannuation Funds Kaplan
Tier 1 Adviser Compliance Solution FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234459 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED
2018-06-26 - AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2017-05-02 - 2018-06-25 DOVER FINANCIAL ADVISERS PTY LTD
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
2014-05-28 - 2017-05-02 CHARTER FINANCIAL PLANNING LIMITED
000234945 COMMONWEALTH BANK OF AUSTRALIA 2009-11-03 - 2014-05-28
000234459 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED
2008-05-13 - 2009-09-30

Licensee Information

Licence Name AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence Number 000234459
Licence ABN 26098725145

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANDREW BRONNEBERG Australian Unity Personal Financial Services Ltd Current 2018-07-17
PAUL RICHARD YEOMAN Australian Unity Personal Financial Services Ltd Current 2018-07-17
GABRIEL ORZOI Australian Unity Personal Financial Services Ltd Current 2018-07-04
GEOFFREY ALAN IVANAC Australian Unity Personal Financial Services Ltd Current 2018-07-02
MELINDA ANNE REID Australian Unity Personal Financial Services Ltd Current 2018-06-26
SHARLENE HALVORSEN Australian Unity Personal Financial Services Ltd Current 2018-06-20
DANIEL LEE SILVESTRI Australian Unity Personal Financial Services Ltd Current 2018-06-20
WILLIAM JACK KELLY Australian Unity Personal Financial Services Ltd Current 2018-05-18
LYNDA MONIQUE SEXTON Australian Unity Personal Financial Services Ltd Current 2018-05-18
STUART RUSSELL WILLIAMSON Australian Unity Personal Financial Services Ltd Current 2018-03-01

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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.