COURTNEY LISTER (Adviser# 000343630) 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 August 24, 2018.
| Register Name | Financial Advisers |
| Adviser Name | COURTNEY LISTER |
| Adviser Number | 000343630 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000494274 CROWN WEALTH GROUP PTY LTD |
| Licence ABN | 22603037510 |
| Adviser Start Date | 2018-08-24 |
| Appointing Representative Name | CONTINUUM WEALTH PLANNING PTY LIMITED |
| Appointing Representative Number | 000421821 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Business (Marketing) | Maclay College |
| Bachelor of Commerce | Marketing - Macquarie University |
| Diploma of Financial Services (Financial Planning) | Financial Services Training & Assessment |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000494274 | CROWN WEALTH GROUP PTY LTD | 2018-08-24 - | CONTINUUM WEALTH PLANNING PTY LIMITED |
| 000431915 | SOLAR FINANCIAL ADVISORY PTY LTD | 2013-02-27 - 2018-08-23 | SOLAR FINANCIAL ADVISORY PTY LTD |
| 000237857 | AFFINIA FINANCIAL ADVISERS LIMITED | 2012-05-15 - 2013-02-26 | |
| 000310487 | INSIGNIA PLATFORMS PTY LTD | 2009-12-14 - 2012-02-14 |
| Licence Name | CROWN WEALTH GROUP PTY LTD |
| Licence Number | 000494274 |
| Licence ABN | 22603037510 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KIRILEY ROPER | Crown Wealth Group Pty Ltd | Current | 2018-08-16 |
| LYLE EVAN ALEXIS FILER | Crown Wealth Group Pty Ltd | Current | 2018-08-16 |
| JOHN CHARLES CANNON | Crown Wealth Group Pty Ltd | Current | 2018-08-16 |
| BRADLEY TUPPACK | Crown Wealth Group Pty Ltd | Current | 2018-08-16 |
| TIMOTHY JOHN ARCHIBALD | Crown Wealth Group Pty Ltd | Current | 2018-08-16 |
| JOHN GRIMA | Crown Wealth Group Pty Ltd | Current | 2018-07-31 |
| JIM FAIRHALL-DICKIE | Crown Wealth Group Pty Ltd | Current | 2018-07-30 |
| CHAD BROOKES | Crown Wealth Group Pty Ltd | Current | 2018-07-18 |
| CRAIG RICHARDS | Crown Wealth Group Pty Ltd | Current | 2018-07-13 |
| BRONWYN HOLZHEIMER | Crown Wealth Group Pty Ltd | Current | 2018-07-12 |
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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.