REGINA MARIE DAVERN

Licensee: LONSDALE FINANCIAL GROUP LIMITED

REGINA MARIE DAVERN (Adviser# 000402796) 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 April 2, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name REGINA MARIE DAVERN
Adviser Number 000402796
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1989
Financial Service (AFS) Licence Licence# 000246934
LONSDALE FINANCIAL GROUP LIMITED
Licence ABN 76006637225
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2015-04-02
Appointing Representative Name LONSDALE FINANCIAL GROUP LIMITED
Appointing Representative Number 000246934
Appointing Representative ABN 76006637225
Memberships Financial Planning Association of Australia (FPA)
Member of Australian Institute of Company Directors

Authorisations to provide financial product advice

  • REGINA MARIE DAVERN
  • ·
  • 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
Advanced Diploma of Financial Planning International Institute of Technology
Diploma of Business Studies (Accounting) Essendon School of Technology
Diploma of Financial Planning International Institute of Technology
Foundation DFP Financial Planning Association
SMSF Accreditation AXA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246934 LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2015-04-02 - LONSDALE FINANCIAL GROUP LIMITED
000246934 LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2013-10-01 - 2015-04-01 RMD PRIVATE WEALTH MANAGEMENT PTY LTD
000232686 GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED
2011-04-05 - 2013-09-30
000234656 IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2008-11-01 - 2011-03-30

Licensee Information

Licence Name LONSDALE FINANCIAL GROUP LIMITED
Licence Number 000246934
Licence ABN 76006637225

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ALEXANDER SIMON ORMONDE SELLARS Lonsdale Financial Group Limited Current 2018-08-16
RICHARD FELICE Lonsdale Financial Group Limited Current 2018-07-11
EMMA KATE PITTMAN Lonsdale Financial Group Limited Current 2018-06-29
SHANE ANDREW KENNEALY Lonsdale Financial Group Limited Current 2018-06-28
JASON LUKJANENKO Lonsdale Financial Group Limited Current 2018-06-22
TIMOTHY HASELUM Lonsdale Financial Group Limited Current 2018-06-18
BRUNO TJELDER Lonsdale Financial Group Limited Current 2018-06-14
ALEX DICKSON Lonsdale Financial Group Limited Current 2018-06-14
MICHAEL POULTON Lonsdale Financial Group Limited Current 2018-06-02
VANESSA JOY WOODLEY Lonsdale Financial Group Limited Current 2018-06-01

Competitor

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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.