DAVID IAN SOUTHWOOD (Adviser# 001006821) 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 29, 2015.
Register Name | Financial Advisers |
Adviser Name | DAVID IAN SOUTHWOOD |
Adviser Number | 001006821 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1996 |
Financial Service (AFS) Licence |
Licence# 000450139 SKYLIGHT FINANCIAL SOLUTIONS PTY LTD |
Licence ABN | 46076835848 |
Adviser Start Date | 2015-04-29 |
Appointing Representative Name | SKYLIGHT FINANCIAL SOLUTIONS PTY LTD |
Appointing Representative Number | 000450139 |
Appointing Representative ABN | 46076835848 |
Memberships |
Financial Planning Association of Australia (FPA) Financial Planning Association of Australia (FPA) Fund Executives Association Ltd Fund Executives Association Ltd |
|
Qualification / Degree | Institute / School |
---|---|
Certified Financial Planner | Financial Planning Association |
Certified Financial Planner | Financial Planning Association |
Gearing Strategies | Securities Institute |
Gearing Strategies | Securities Institute |
Self Managed Superannuation Funds | Kaplan |
Self Managed Superannuation Funds | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000450139 | SKYLIGHT FINANCIAL SOLUTIONS PTY LTD | 2015-04-29 - | SKYLIGHT FINANCIAL SOLUTIONS PTY LTD |
000237860 | BUSS (QUEENSLAND) PTY LTD | 2010-01-18 - | BUSS (QUEENSLAND) PTY LTD |
Licence Name | SKYLIGHT FINANCIAL SOLUTIONS PTY LTD |
Licence Number | 000450139 |
Licence ABN | 46076835848 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
JAMES NICHOLAS ATLEY | Skylight Financial Solutions Pty Ltd | Current | 2018-06-11 |
JOSE ANTONIO RETAMAL PEREZ | Skylight Financial Solutions Pty Ltd | Current | 2018-05-08 |
OWEN JEFFREY HUME | Skylight Financial Solutions Pty Ltd | Current | 2016-09-26 |
CATHERINE MCLAREN | Skylight Financial Solutions Pty Ltd | Current | 2016-04-05 |
STEVEN HACK | Skylight Financial Solutions Pty Ltd | Current | 2015-04-29 |
ALAN KIEFER | Skylight Financial Solutions Pty Ltd | Ceased | 2015-04-29 |
MELISSA MILLARD | Skylight Financial Solutions Pty Ltd | Current | 2015-01-05 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
JAMES NICHOLAS ATLEY | Skylight Financial Solutions Pty Ltd | Current | 2018-06-11 |
JOSE ANTONIO RETAMAL PEREZ | Skylight Financial Solutions Pty Ltd | Current | 2018-05-08 |
OWEN JEFFREY HUME | Skylight Financial Solutions Pty Ltd | Current | 2016-09-26 |
CATHERINE MCLAREN | Skylight Financial Solutions Pty Ltd | Current | 2016-04-05 |
STEVEN HACK | Skylight Financial Solutions Pty Ltd | Current | 2015-04-29 |
ALAN KIEFER | Skylight Financial Solutions Pty Ltd | Ceased | 2015-04-29 |
MELISSA MILLARD | Skylight Financial Solutions Pty Ltd | Current | 2015-01-05 |
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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.