TERRY LEE SMITH (Adviser# 001004209) 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 November 17, 2017.
| Register Name | Financial Advisers |
| Adviser Name | TERRY LEE SMITH |
| Adviser Number | 001004209 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000232729 ADVISER NETWORK PTY LTD |
| Licence ABN | 25056310699 |
| Licence Controlled By |
LINK ADMINISTRATION HOLDINGS LIMITED LINK DIGITAL SOLUTIONS PTY LIMITED LONSEC HOLDINGS PTY LTD [Date Ceased: 15/06/2017] |
| Adviser Start Date | 2017-11-17 |
| Appointing Representative Name | ADVISER NETWORK PTY LTD |
| Appointing Representative Number | 000232729 |
| Appointing Representative ABN | 25056310699 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan Professional Education |
| Bachelor of Business (applied finance) | University Of Western Sydney |
| Diploma of Financial Planning | Kaplan Professional Education |
| Masters of Financial Planning | Kaplan Professional Education |
| Self Managed Superannuation Funds | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000232729 |
ADVISER NETWORK PTY LTD
Licence controlled by: LINK ADMINISTRATION HOLDINGS LIMITED ~ LINK DIGITAL SOLUTIONS PTY LIMITED ~ LONSEC HOLDINGS PTY LTD [Date Ceased: 15/06/2017] |
2017-11-17 - | ADVISER NETWORK PTY LTD |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2015-02-27 - 2017-10-20 | WESTPAC BANKING CORPORATION |
| Licence Name | ADVISER NETWORK PTY LTD |
| Licence Number | 000232729 |
| Licence ABN | 25056310699 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GEORGINA AU-NHEU | Adviser Network Pty Ltd | Current | 2018-08-17 |
| PIERRE GIM SEN ONG | Adviser Network Pty Ltd | Current | 2018-07-06 |
| CARA FERGUSON | Adviser Network Pty Ltd | Current | 2018-07-06 |
| GERARD EDWARD CASIM | Adviser Network Pty Ltd | Current | 2018-07-06 |
| KIERAN JAMES LIGHT | Adviser Network Pty Ltd | Current | 2018-06-29 |
| TROY MORTENSEN | Adviser Network Pty Ltd | Current | 2018-06-29 |
| STEPHANIE YEUNG | Adviser Network Pty Ltd | Ceased | 2018-04-19 |
| JAMES YANKAIYA | Adviser Network Pty Ltd | Current | 2018-03-28 |
| NADIA BORZILLO | Adviser Network Pty Ltd | Current | 2017-11-17 |
| GREGORY GERARD FLEMING | Adviser Network Pty Ltd | Current | 2017-06-29 |
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.