LYLE EVAN ALEXIS FILER


Licensee: CROWN WEALTH GROUP PTY LTD

LYLE EVAN ALEXIS FILER (Adviser# 000438486) 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 16, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name LYLE EVAN ALEXIS FILER
Adviser Number 000438486
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000494274
CROWN WEALTH GROUP PTY LTD
Licence ABN 22603037510
Adviser Start Date 2018-08-16
Appointing Representative Name LIGHTHOUSE PARTNERS PTY LTD
Appointing Representative Number 001234609
Appointing Representative ABN 84606247947
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • LYLE EVAN ALEXIS FILER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning International Institute of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000494274 CROWN WEALTH GROUP PTY LTD 2018-08-16 - LIGHTHOUSE PARTNERS PTY LTD
000431915 SOLAR FINANCIAL ADVISORY PTY LTD 2017-09-25 - 2018-08-16 LIGHTHOUSE PARTNERS PTY LTD
000239687 CHUBB INSURANCE AUSTRALIA LTD
Licence controlled by: CHUBB HOLDINGS AUSTRALIA PTY LIMITED ~ CHUBB INA INTERNATIONAL HOLDINGS LIMITED ~ CHUBB LIMITED
2013-05-13 - 2015-10-22

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
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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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.