JOHN ALLENSPACH

Licensee: LIFESPAN FINANCIAL PLANNING PTY LTD

JOHN ALLENSPACH (Adviser# 000331623) 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 2, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOHN ALLENSPACH
Adviser Number 000331623
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000229892
LIFESPAN FINANCIAL PLANNING PTY LTD
Licence ABN 23065921735
Licence Controlled By Castleguard Trust
Adviser Start Date 2018-07-02
Appointing Representative Name LIFESPAN FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000229892
Appointing Representative ABN 23065921735
Memberships Association of Financial Advisers (AFA)
Further Restrictions This representative is not authorised to provide personal advice on Self Managed Super Funds (SMSF)

Authorisations to provide financial product advice

  • JOHN ALLENSPACH
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
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  • Life Product Life Risk Insurance
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  • Managed Investment Schemes Including IDPS
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  • Managed Investment Schemes MDA Service
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  • Retirement Savings Account
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  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
ASX Accredited Listed Products Adviser Kaplan
Bachelor Degree Business - University of New England
Diploma Financial Planning - Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229892 LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust
Further restrictions: This representative is not authorised to provide personal advice on Self Managed Super Funds (SMSF)
2018-07-02 - LIFESPAN FINANCIAL PLANNING PTY LTD
000425542 MYPLANNER PROFESSIONAL SERVICES PTY LTD
Further restrictions: Advice on superannuation excludes self managed superannuation funds.
2017-08-24 - 2018-07-02 MYPLANNER PROFESSIONAL SERVICES PTY LTD
000345905 MYPLANNER AUSTRALIA PTY LTD
Further restrictions: Superannuation excludes self managed superannuation funds.
2015-06-05 - 2017-08-24 MYPLANNER AUSTRALIA PTY LTD
000245569 MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2013-06-27 - 2015-06-05 THE INVESTMENT SHOP (AUST) PTY LTD
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2012-07-18 - 2013-06-30 JOHN ALLENSPACH
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2011-12-05 - 2012-07-18 JOHN ALLENSPACH
000238429 RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2008-10-28 - 2011-12-02 JOHN ALLENSPACH

Licensee Information

Licence Name LIFESPAN FINANCIAL PLANNING PTY LTD
Licence Number 000229892
Licence ABN 23065921735

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GLENN ANDREW MALKIEWICZ Lifespan Financial Planning Pty Ltd Current 2018-08-07
JOSEPH BYLHOUWER Lifespan Financial Planning Pty Ltd Current 2018-07-24
OLIVER ALWAR Lifespan Financial Planning Pty Ltd Current 2018-07-11
MATTHEW PETER RHEINBERGER Lifespan Financial Planning Pty Ltd Current 2018-07-11
IAN NICHOLAS RITCHIE Lifespan Financial Planning Pty Ltd Current 2018-07-06
CHARLES PILLAY Lifespan Financial Planning Pty Ltd Current 2018-07-06
JANET LESLEY BUTLER Lifespan Financial Planning Pty Ltd Current 2018-07-06
FIONA BATEMAN Lifespan Financial Planning Pty Ltd Current 2018-07-06
ERIN MICHELLE PRESS Lifespan Financial Planning Pty Ltd Current 2018-07-06
TONINO FALZARANO Lifespan Financial Planning Pty Ltd Current 2018-07-06

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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.