LYALL RICHARDSON (Adviser# 001003925) 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 July 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | LYALL RICHARDSON |
| Adviser Number | 001003925 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Licence ABN | 65003900169 |
| Licence Controlled By | COMMONWEALTH BANK OF AUSTRALIA |
| Adviser Start Date | 2017-07-01 |
| Appointing Representative Name | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Appointing Representative Number | 000231139 |
| Appointing Representative ABN | 65003900169 |
| Memberships | Financial Planning Association (FPA) - Certified Financial Planner |
| Further Restrictions | Not authorised to provide personal advice on Standard Margin Lending |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services | ThreeSixty (MLC Education) |
| Bachelor of Applied Finance | Macquarie University |
| Diploma of Financial Services (Financial Planning) | ThreeSixty (GWM Adviser Services) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Standard Margin Lending |
2017-07-01 - | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Standard Margin Lending |
2013-02-08 - 2017-06-30 | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| 000253125 | POLITIS INVESTMENT STRATEGIES PTY LTD | 2011-06-01 - 2013-01-01 | |
| 000238430 |
STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016] |
2010-12-01 - 2011-06-01 | |
| 000318613 |
SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2010-03-20 - 2010-12-01 |
| Licence Name | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Licence Number | 000231139 |
| Licence ABN | 65003900169 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NILAM CHHOTUBHAI DAMANIA | Commonwealth Financial Planning Limited | Current | 2018-08-30 |
| TIMOTHY JOHN RENOUF | Commonwealth Financial Planning Limited | Current | 2018-08-29 |
| ANITA ISABELL PATTERSON | Commonwealth Financial Planning Limited | Ceased | 2018-08-23 |
| DUSTIN ADAMS | Commonwealth Financial Planning Limited | Current | 2018-08-13 |
| TSZ (NICOLE) LEUNG | Commonwealth Financial Planning Limited | Current | 2018-08-10 |
| KARL PAJKOVIC | Commonwealth Financial Planning Limited | Current | 2018-08-09 |
| MATTHEW HOWITT | Commonwealth Financial Planning Limited | Current | 2018-07-19 |
| CHRISTOFFEL VAN DEN BERG | Commonwealth Financial Planning Limited | Current | 2018-07-18 |
| JOSHUA REDMAN | Commonwealth Financial Planning Limited | Current | 2018-07-18 |
| SADIEL SHEIKH | Commonwealth Financial Planning Limited | Current | 2018-07-17 |
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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.