LOU ALBERT DELFOS


Licensee: PORTFOLIO PLANNING SOLUTIONS LTD

LOU ALBERT DELFOS (Adviser# 001001167) 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 June 1, 2006.

Adviser Overview

Register Name Financial Advisers
Adviser Name LOU ALBERT DELFOS
Adviser Number 001001167
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 1991
Financial Service (AFS) Licence Licence# 000255027
PORTFOLIO PLANNING SOLUTIONS LTD
Licence ABN 83008007387
Licence Controlled By IPAC SECURITIES LIMITED
Adviser Start Date 2006-06-01
Adviser End Date 2017-07-14
Appointing Representative Name PORTFOLIO PLANNING SOLUTIONS LTD
Appointing Representative Number 000255027
Appointing Representative ABN 83008007387

Authorisations to provide financial product advice

  • LOU ALBERT DELFOS

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000255027 PORTFOLIO PLANNING SOLUTIONS LTD
Licence controlled by: IPAC SECURITIES LIMITED
2006-06-01 - 2017-07-14 PORTFOLIO PLANNING SOLUTIONS LTD

Licensee Information

Licence Name PORTFOLIO PLANNING SOLUTIONS LTD
Licence Number 000255027
Licence ABN 83008007387

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PATRICK MARK IWANOWITSCH Portfolio Planning Solutions Ltd Current 2014-03-21
CAMPBELL MUNRO HOPGOOD Portfolio Planning Solutions Ltd Ceased 2013-04-11
ROBYN ELIZABETH HAYWARD Portfolio Planning Solutions Ltd Current 2011-12-05
GEOFFREY ALEX MITCHELSON Portfolio Planning Solutions Ltd Ceased 2011-08-08
GERALD MCAVOY Portfolio Planning Solutions Ltd Current 2009-06-29
PETER IAN CRUMP Portfolio Planning Solutions Ltd Current 2009-01-21
DAVID JOHN DODDS Portfolio Planning Solutions Ltd Current 2008-02-11
TREVOR REEVES Portfolio Planning Solutions Ltd Current 2006-06-01
PETRA CHURCHER Portfolio Planning Solutions Ltd Ceased 2006-06-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PATRICK MARK IWANOWITSCH Portfolio Planning Solutions Ltd Current 2014-03-21
CAMPBELL MUNRO HOPGOOD Portfolio Planning Solutions Ltd Ceased 2013-04-11
ROBYN ELIZABETH HAYWARD Portfolio Planning Solutions Ltd Current 2011-12-05
GEOFFREY ALEX MITCHELSON Portfolio Planning Solutions Ltd Ceased 2011-08-08
GERALD MCAVOY Portfolio Planning Solutions Ltd Current 2009-06-29
PETER IAN CRUMP Portfolio Planning Solutions Ltd Current 2009-01-21
DAVID JOHN DODDS Portfolio Planning Solutions Ltd Current 2008-02-11
TREVOR REEVES Portfolio Planning Solutions Ltd Current 2006-06-01
PETRA CHURCHER Portfolio Planning Solutions Ltd Ceased 2006-06-01

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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.