ELISE ARICHETA (Adviser# 000470006) 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 March 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ELISE ARICHETA |
| Adviser Number | 000470006 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000231138 FINANCIAL WISDOM LIMITED |
| Licence ABN | 70006646108 |
| Licence Controlled By | COMMONWEALTH BANK OF AUSTRALIA |
| Adviser Start Date | 2018-03-02 |
| Appointing Representative Name | FINANCIAL WISDOM LIMITED |
| Appointing Representative Number | 000231138 |
| Appointing Representative ABN | 70006646108 |
| Memberships |
Financial Planning Association (FPA) - Certified Financial Planner SMSF Association - SMSF Specialist Advisor (SSA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Bachelor of Business and Commerce (Accounting) | University of Western Sydney |
| Diploma of Financial Services (Financial Planning) | FINSIA Education (Kaplan Professional) |
| Margin Lending and Geared Investments | Kaplan Professional |
| Self Managed Superannuation Funds | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2018-03-02 - | FINANCIAL WISDOM LIMITED |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2017-12-04 - 2018-01-30 | COUNT FINANCIAL LIMITED |
| 000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd |
2014-12-09 - 2016-03-17 | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| 000243253 |
FINDEX ADVICE SERVICES PTY LTD
Licence controlled by: FINDEX GROUP LIMITED |
2010-02-10 - 2012-06-21 |
| Licence Name | FINANCIAL WISDOM LIMITED |
| Licence Number | 000231138 |
| Licence ABN | 70006646108 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID MICHAEL FREAKLEY | Financial Wisdom Limited | Current | 2018-08-31 |
| LUKE HANSON | Financial Wisdom Limited | Current | 2018-08-29 |
| HUGH JAMES CAMPBELL | Financial Wisdom Limited | Current | 2018-08-13 |
| MICHAEL HUGH MCGOWAN | Financial Wisdom Limited | Current | 2018-06-29 |
| DAVID BRUCE NIMMO | Financial Wisdom Limited | Current | 2018-06-26 |
| CHENG SHEN | Financial Wisdom Limited | Current | 2018-06-26 |
| NICKY JAMES LOGAN | Financial Wisdom Limited | Current | 2018-06-22 |
| RAYNARDO BRIAN HEINRICH | Financial Wisdom Limited | Current | 2018-06-21 |
| ALEX KAH MING HO | Financial Wisdom Limited | Current | 2018-06-07 |
| JULIE LOGAN | Financial Wisdom Limited | Current | 2018-05-29 |
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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.