ROBERT ELIAS MAKDISSI (Adviser# 001006222) 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 April 4, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT ELIAS MAKDISSI |
| Adviser Number | 001006222 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000322056 AKAMBO PTY LTD |
| Licence ABN | 16123078900 |
| Adviser Start Date | 2018-04-04 |
| Appointing Representative Name | AKAMBO PTY LTD |
| Appointing Representative Number | 000322056 |
| Appointing Representative ABN | 16123078900 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Victoria University of Technology |
| Graduate Diploma in Applied Finance and Investment | Kaplan Professional Education |
| Margin Lending Accreditation Program | Stockbrokers Association of Australia |
| SDIA Accreditation Program Assessment | Securities & Derivatives Industry Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000322056 | AKAMBO PTY LTD | 2018-04-04 - | AKAMBO PTY LTD |
| 000245421 |
BAILLIEU HOLST LTD
Further restrictions: Derivatives: Level 2 ADA / ETOs |
2016-05-09 - 2018-03-09 | BAILLIEU HOLST LTD |
| 000240813 |
MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC Further restrictions: Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options. |
2013-02-25 - 2016-03-31 | MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| 000231127 |
CRESTONE WEALTH MANAGEMENT LIMITED
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] |
2010-03-30 - 2012-11-22 |
| Licence Name | AKAMBO PTY LTD |
| Licence Number | 000322056 |
| Licence ABN | 16123078900 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARK ANDREW CRACKNELL | Akambo Pty Ltd | Current | 2018-06-05 |
| STEVEN KEHLET | Akambo Pty Ltd | Current | 2018-06-05 |
| STUART ABLEY | Akambo Pty Ltd | Current | 2018-05-21 |
| MARK HANNAN | Akambo Pty Ltd | Current | 2018-05-21 |
| CHRISTINE DALE LYON | Akambo Pty Ltd | Current | 2018-04-16 |
| JUE BETTY WANG | Akambo Pty Ltd | Current | 2018-03-20 |
| ADRIAN PELLIGRA | Akambo Pty Ltd | Current | 2018-01-29 |
| JOHN NEVIN | Akambo Pty Ltd | Current | 2017-10-13 |
| CARL ROKLITZER | Akambo Pty Ltd | Current | 2017-10-13 |
| ALEXANDRA LEIGH COLLEY | Akambo Pty Ltd | Current | 2017-09-21 |
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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.