DOUGLAS STUART ALLAN (Adviser# 001236146) 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 September 15, 2017.
Register Name | Financial Advisers |
Adviser Name | DOUGLAS STUART ALLAN |
Adviser Number | 001236146 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1994 |
Financial Service (AFS) Licence |
Licence# 000233792 UNITED SUPER PTY LTD |
Licence ABN | 46006261623 |
Adviser Start Date | 2017-09-15 |
Appointing Representative Name | UNITED SUPER PTY LTD |
Appointing Representative Number | 000233792 |
Appointing Representative ABN | 46006261623 |
Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) |
Further Restrictions | Intra Fund Advice |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Education (Business Studies) | Victoria State College (now University of Melbourne) |
Certified Financial Planner | Dip of Financial Planning - Deakin University |
Certified Practising Accountant | Deakin University |
Graduate Diploma of Accountancy | Victoria University (now Swinburne University) |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000233792 |
UNITED SUPER PTY LTD
Further restrictions: Intra Fund Advice |
2017-09-15 - | UNITED SUPER PTY LTD |
000230686 |
NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED |
2015-07-03 - 2016-10-21 | NATIONAL AUSTRALIA BANK LIMITED |
000411766 |
MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd |
2005-10-31 - 2014-12-19 |
Licence Name | UNITED SUPER PTY LTD |
Licence Number | 000233792 |
Licence ABN | 46006261623 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
ARACHCHIGE DINATH SANJEEWA DEAN ABEY ABEYSINGHE | United Super Pty Ltd | Current | 2018-06-26 |
PHIL ARNOL | United Super Pty Ltd | Current | 2018-06-06 |
JEAN-FRANCOIS COMBE | United Super Pty Ltd | Current | 2018-06-06 |
IAN WILSON | United Super Pty Ltd | Current | 2018-06-06 |
PALLAVA BHARDWAJ | United Super Pty Ltd | Current | 2018-06-06 |
VANESSA TRAN | United Super Pty Ltd | Current | 2018-03-29 |
ANDY XU | United Super Pty Ltd | Ceased | 2018-03-29 |
DAVID HOLLINGSWORTH | United Super Pty Ltd | Current | 2018-01-23 |
RODNEY FRANCIS FLETCHER | United Super Pty Ltd | Current | 2018-01-23 |
PAUL ZANTUCK | United Super Pty Ltd | Ceased | 2018-01-23 |
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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.