YI LUO (Adviser# 001238686) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is January 20, 2016.
| Register Name | Financial Advisers |
| Adviser Name | YI LUO |
| Adviser Number | 001238686 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD |
| Licence ABN | 11074608558 |
| Licence Controlled By | CENTREPOINT WEALTH PTY LTD |
| Adviser Start Date | 2016-01-20 |
| Adviser End Date | 2018-06-20 |
| Appointing Representative Name | G FRASER AND COMPANY PTY LIMITED |
| Appointing Representative Number | 001238684 |
| Appointing Representative ABN | 79072911007 |
| Further Restrictions | Can only provide the following financial advice: The establishment or winding up of a Self Managed Superannuation Fund; Preparing an investment strategy for the Self Managed Superannuation Fund; Superannuation contributions for the Self Managed Superannuation Fund; and Pension arrangements for the Self Managed Superannuation Fund. |
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| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD Further restrictions: Can only provide the following financial advice: The establishment or winding up of a Self Managed Superannuation Fund; Preparing an investment strategy for the Self Managed Superannuation Fund; Superannuation contributions for the Self Managed Superannuation Fund; and Pension arrangements for the Self Managed Superannuation Fund. |
2016-01-20 - 2018-06-20 | G FRASER AND COMPANY PTY LIMITED |
| Licence Name | PROFESSIONAL INVESTMENT SERVICES PTY LTD |
| Licence Number | 000234951 |
| Licence ABN | 11074608558 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RODICA SIMOS | Professional Investment Services Pty Ltd | Current | 2018-06-04 |
| MATTHEW FRANK JOHN MILES | Professional Investment Services Pty Ltd | Current | 2018-02-28 |
| JAK JOHNSTON | Professional Investment Services Pty Ltd | Current | 2018-02-26 |
| WILLIAM KHA | Professional Investment Services Pty Ltd | Current | 2018-02-15 |
| FRANK TSIRIGOTIS | Professional Investment Services Pty Ltd | Current | 2018-02-09 |
| ANUPAMA TEMBE | Professional Investment Services Pty Ltd | Current | 2018-02-09 |
| CATHERINE ODETTE WELLS | Professional Investment Services Pty Ltd | Current | 2018-01-04 |
| ROBYN LEANNE ARNOLD | Professional Investment Services Pty Ltd | Current | 2017-11-30 |
| CORYNNE MURPHY | Professional Investment Services Pty Ltd | Current | 2017-11-24 |
| KATHRYN ZERBST | Professional Investment Services Pty Ltd | Current | 2017-10-24 |
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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.