MICHAEL ALASTAIR LEAN


Licensee: TREND INVESTOR SERVICES PROPRIETARY LIMITED

MICHAEL ALASTAIR LEAN (Adviser# 000470634) 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 February 22, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MICHAEL ALASTAIR LEAN
Adviser Number 000470634
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 59528336867
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000255475
TREND INVESTOR SERVICES PROPRIETARY LIMITED
Licence ABN 65061768670
Adviser Start Date 2018-02-22
Appointing Representative Name SHARE PRICES MANAGED INVESTMENTS PTY LTD
Appointing Representative Number 001262147
Appointing Representative ABN 30623416848
Further Restrictions Deposit and Payment Products limited to basic deposit products

Authorisations to provide financial product advice

  • MICHAEL ALASTAIR LEAN
  • ·
  • Derivative
  • ·
  • Foreign Exchange
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Securities

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Monarch Institute
Tier 1 Foreign Exchange Personal Advice - Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000255475 TREND INVESTOR SERVICES PROPRIETARY LIMITED
Further restrictions: Deposit and Payment Products limited to basic deposit products
2018-02-22 - SHARE PRICES MANAGED INVESTMENTS PTY LTD
000255475 TREND INVESTOR SERVICES PROPRIETARY LIMITED 2017-04-01 - 2018-02-21 TAKEMYTRADES PTY LTD
000255475 TREND INVESTOR SERVICES PROPRIETARY LIMITED 2015-05-05 - 2015-07-24 TREND INVESTOR SERVICES PROPRIETARY LIMITED

Licensee Information

Licence Name TREND INVESTOR SERVICES PROPRIETARY LIMITED
Licence Number 000255475
Licence ABN 65061768670

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL MALCOLM WALKER Trend Investor Services Proprietary Limited Current 2018-05-03
BERTUS VAN DEN HEEVER Trend Investor Services Proprietary Limited Current 2018-02-21
KELVIN JOHN BUTCHER Trend Investor Services Proprietary Limited Ceased 2018-02-05
JOHN PHILLIP SCULLY Trend Investor Services Proprietary Limited Current 2017-12-07
ANDREW DUNCAN RORY GILLIBRAND Trend Investor Services Proprietary Limited Current 2017-11-13
ALASTAIR KENNELLY Trend Investor Services Proprietary Limited Current 2017-07-11
ANTHONY JAMES MALCOLM WIELAND Trend Investor Services Proprietary Limited Ceased 2017-06-08
RENE FERRIS Trend Investor Services Proprietary Limited Current 2016-11-09
RYAN DAVIS Trend Investor Services Proprietary Limited Ceased 2016-11-09
DEAN SMITH Trend Investor Services Proprietary Limited Ceased 2016-09-13

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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.