JAMES PHILLIP ALLEN (Adviser# 000344401) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is November 30, 2015.
| Register Name | Financial Advisers |
| Adviser Name | JAMES PHILLIP ALLEN |
| Adviser Number | 000344401 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000345905 MYPLANNER AUSTRALIA PTY LTD |
| Licence ABN | 28140520225 |
| Adviser Start Date | 2015-11-30 |
| Adviser End Date | 2018-06-13 |
| Appointing Representative Name | MYPLANNER AUSTRALIA PTY LTD |
| Appointing Representative Number | 000345905 |
| Appointing Representative ABN | 28140520225 |
|
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000345905 | MYPLANNER AUSTRALIA PTY LTD | 2015-11-30 - 2018-06-13 | MYPLANNER AUSTRALIA PTY LTD |
| 000431865 | ACN 147 602 444 PTY LTD | 2013-03-18 - 2015-11-30 | ACN 147 602 444 PTY LTD |
| 000358840 | LUITEN SHORES FINANCIAL PLANNING PTY LTD | 2011-12-22 - 2013-03-18 | JAMES PHILLIP ALLEN |
| 000225982 |
AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE |
2010-02-02 - 2011-12-22 | JAMES PHILLIP ALLEN |
| Licence Name | MYPLANNER AUSTRALIA PTY LTD |
| Licence Number | 000345905 |
| Licence ABN | 28140520225 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| THOR-BJORN MCDOWELL | Myplanner Australia Pty Ltd | Ceased | 2018-05-10 |
| MATTHEW WAYNE COOK | Myplanner Australia Pty Ltd | Ceased | 2017-03-02 |
| COLWYN GRANT ECKLES | Myplanner Australia Pty Ltd | Ceased | 2016-10-04 |
| DREW GROSSKREUTZ | Myplanner Australia Pty Ltd | Ceased | 2016-10-04 |
| ANGELA LEE TUTTON | Myplanner Australia Pty Ltd | Ceased | 2016-05-03 |
| MATTHEW JOHN KING | Myplanner Australia Pty Ltd | Ceased | 2016-05-03 |
| MATTHEW JOHN BAILEY | Myplanner Australia Pty Ltd | Ceased | 2016-05-03 |
| WILLIAM BRUCE HERD | Myplanner Australia Pty Ltd | Ceased | 2016-03-14 |
| AMREETA ABBOTT | Myplanner Australia Pty Ltd | Ceased | 2016-01-28 |
| ROBERT ROSS | Myplanner Australia Pty Ltd | Ceased | 2016-01-25 |
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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.