ALEXANDER RYAN STEER (Adviser# 000467773) 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 18, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ALEXANDER RYAN STEER |
| Adviser Number | 000467773 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000323825 YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED |
| Licence ABN | 93128650037 |
| Adviser Start Date | 2017-04-18 |
| Appointing Representative Name | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED |
| Appointing Representative Number | 000323825 |
| Appointing Representative ABN | 93128650037 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Diploma of Financial Planning | Integrity Education Group |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000323825 | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED | 2017-04-18 - | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED |
| 000357306 |
FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD |
2016-08-12 - 2017-03-10 | FORTNUM PRIVATE WEALTH LTD |
| 000232705 |
HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2015-10-08 - 2016-05-17 | HILLROSS FINANCIAL SERVICES LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2014-10-29 - 2015-09-09 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2013-10-15 - 2014-10-15 |
| Licence Name | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED |
| Licence Number | 000323825 |
| Licence ABN | 93128650037 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STEPHEN RIX | Yellow Brick Road Wealth Management Pty Limited | Current | 2018-07-20 |
| SCOTT JAMES NICHOLLS | Yellow Brick Road Wealth Management Pty Limited | Current | 2018-07-13 |
| JOHN THEODORAKOPOULOS | Yellow Brick Road Wealth Management Pty Limited | Current | 2018-06-29 |
| JOHN THEODORAKOPOULOS | Yellow Brick Road Wealth Management Pty Limited | Ceased | 2018-06-29 |
| SHARON MAREE WALKER | Yellow Brick Road Wealth Management Pty Limited | Current | 2018-06-28 |
| KELLY MARTINE WESELMANN | Yellow Brick Road Wealth Management Pty Limited | Ceased | 2018-04-04 |
| JOHN HALL | Yellow Brick Road Wealth Management Pty Limited | Current | 2017-08-29 |
| MEHMET TAVLI | Yellow Brick Road Wealth Management Pty Limited | Current | 2017-08-02 |
| PETER NICHOLAS AMIRADAKI | Yellow Brick Road Wealth Management Pty Limited | Current | 2017-07-11 |
| CHRISTOPHER TURTLE | Yellow Brick Road Wealth Management Pty Limited | Current | 2017-06-20 |
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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.