ELIZABETH SNEDDON (Adviser# 000470361) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is April 1, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ELIZABETH SNEDDON |
| Adviser Number | 000470361 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000293334 GRIMSEY WEALTH PTY LTD |
| Licence ABN | 90113911247 |
| Adviser Start Date | 2016-04-01 |
| Adviser End Date | 2017-12-04 |
| Appointing Representative Name | GRIMSEY WEALTH PTY LTD |
| Appointing Representative Number | 000293334 |
| Appointing Representative ABN | 90113911247 |
|
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000293334 | GRIMSEY WEALTH PTY LTD | 2016-04-01 - 2017-12-04 | GRIMSEY WEALTH PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2014-12-09 - 2015-09-25 | CHARTER FINANCIAL PLANNING LIMITED |
| 000245569 |
MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2014-12-09 - 2015-02-18 |
| Licence Name | GRIMSEY WEALTH PTY LTD |
| Licence Number | 000293334 |
| Licence ABN | 90113911247 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DANNY ORLANDO | Grimsey Wealth Pty Ltd | Current | 2018-08-13 |
| ALEXANDER JON JACKSON | Grimsey Wealth Pty Ltd | Current | 2018-08-13 |
| JONATHAN FRANK MCWHAE | Grimsey Wealth Pty Ltd | Current | 2018-04-16 |
| SAM ALAN WOODHOUSE | Grimsey Wealth Pty Ltd | Ceased | 2017-06-07 |
| DANIEL MICHAEL STEFANETTI | Grimsey Wealth Pty Ltd | Current | 2016-06-01 |
| LIAM JOHN MURPHY | Grimsey Wealth Pty Ltd | Ceased | 2016-02-08 |
| ADRIAN ALEXANDER MCRAE | Grimsey Wealth Pty Ltd | Current | 2015-03-31 |
| JAMES OSTROBURSKI | Grimsey Wealth Pty Ltd | Ceased | 2015-03-31 |
| DIANA GOWDIE | Grimsey Wealth Pty Ltd | Current | 2015-03-16 |
| WEE KHO | Grimsey Wealth Pty Ltd | Current | 2014-05-20 |
Please comment or provide details below to improve the information on .
| 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.