DAMIEN WINBERG

Licensee: CROWN WEALTH GROUP PTY LTD

DAMIEN WINBERG (Adviser# 000426043) 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 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAMIEN WINBERG
Adviser Number 000426043
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000494274
CROWN WEALTH GROUP PTY LTD
Licence ABN 22603037510
Adviser Start Date 2017-08-01
Appointing Representative Name CROWN WEALTH GROUP PTY LTD
Appointing Representative Number 000494274
Appointing Representative ABN 22603037510
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • DAMIEN WINBERG
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
ASX Accredited Listed Product Adviser Program Kaplan
Advanced Diploma Financial Planning Kaplan
Entry Level Competencies Kaplan
Risk Management, Investment Planning 1, Superannuation & Retirement Pl Kaplan
Specialist SMSF Course Cavendish and International Centre for Financial Services (Adelaide University)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000494274 CROWN WEALTH GROUP PTY LTD 2017-08-01 - CROWN WEALTH GROUP PTY LTD
000329337 IPRAXIS PTY LTD 2016-07-20 - 2017-07-20 IPRAXIS PTY LTD
000238429 RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2012-08-09 - 2016-06-22 RI ADVICE GROUP PTY LTD

Licensee Information

Licence Name CROWN WEALTH GROUP PTY LTD
Licence Number 000494274
Licence ABN 22603037510

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
COURTNEY LISTER Crown Wealth Group Pty Ltd Current 2018-08-24
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

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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.