NADIA CASSIDY (Adviser# 000343272) 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 9, 2018.
| Register Name | Financial Advisers |
| Adviser Name | NADIA CASSIDY |
| Adviser Number | 000343272 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000500435 HAVANA FINANCIAL SERVICES PTY LTD |
| Licence ABN | 90619804518 |
| Licence Controlled By | Alexander EUVRARD |
| Adviser Start Date | 2018-01-09 |
| Appointing Representative Name | BLUEKITE CAPITAL WEALTH MANAGEMENT PTY. LTD. |
| Appointing Representative Number | 001254815 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Margin Lending and Geared Investments | Kaplan |
| Master of Business Administration Degree | Australian Institute of Business |
| SSA Certification | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000500435 |
HAVANA FINANCIAL SERVICES PTY LTD
Licence controlled by: Alexander EUVRARD |
2018-01-09 - | BLUEKITE CAPITAL WEALTH MANAGEMENT PTY. LTD. |
| 000411766 |
MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd Further restrictions: Restrictions: Margin lending and general advice only in general insurance products. |
2014-04-16 - 2015-06-24 | MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2010-09-24 - 2011-03-09 | |
| 000245569 |
MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2009-12-07 - 2010-07-30 |
| Licence Name | HAVANA FINANCIAL SERVICES PTY LTD |
| Licence Number | 000500435 |
| Licence ABN | 90619804518 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DEAN WEBSTER KIMPTON | Havana Financial Services Pty Ltd | Current | 2018-08-06 |
| DEAN BURKE O'HARA | Havana Financial Services Pty Ltd | Current | 2018-07-04 |
| MICHAEL KEITH WOOD | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
| JOSHUA LANE | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
| MELISSA GOODIN | Havana Financial Services Pty Ltd | Current | 2018-06-09 |
| KEN CALDERWOOD | Havana Financial Services Pty Ltd | Ceased | 2018-05-21 |
| ALEXANDER BRUCE COOK | Havana Financial Services Pty Ltd | Current | 2018-03-12 |
| THOMAS EUVRARD | Havana Financial Services Pty Ltd | Current | 2018-02-02 |
| LACHLAN DOUGLAS SUNDERLAND SCHONFELDER | Havana Financial Services Pty Ltd | Current | 2017-11-27 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DEAN WEBSTER KIMPTON | Havana Financial Services Pty Ltd | Current | 2018-08-06 |
| DEAN BURKE O'HARA | Havana Financial Services Pty Ltd | Current | 2018-07-04 |
| MICHAEL KEITH WOOD | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
| JOSHUA LANE | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
| MELISSA GOODIN | Havana Financial Services Pty Ltd | Current | 2018-06-09 |
| KEN CALDERWOOD | Havana Financial Services Pty Ltd | Ceased | 2018-05-21 |
| BRENDAN MARK HECK | Havana Financial Services Pty Ltd | Ceased | 2018-05-21 |
| ALEXANDER BRUCE COOK | Havana Financial Services Pty Ltd | Current | 2018-03-12 |
| THOMAS EUVRARD | Havana Financial Services Pty Ltd | Current | 2018-02-02 |
| LACHLAN DOUGLAS SUNDERLAND SCHONFELDER | Havana Financial Services Pty Ltd | Current | 2017-11-27 |
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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.