SHANNON SMIT (Adviser# 001240209) 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 5, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SHANNON SMIT |
| Adviser Number | 001240209 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000227232 COUNT FINANCIAL LIMITED |
| Licence ABN | 19001974625 |
| Licence Controlled By | COMMONWEALTH BANK OF AUSTRALIA |
| Adviser Start Date | 2016-09-05 |
| Appointing Representative Name | COUNT FINANCIAL LIMITED |
| Appointing Representative Number | 000227232 |
| Appointing Representative ABN | 19001974625 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Accounting) | Monash University |
| Diploma of Financial Planning | Integrity Education Group |
| Self-Managed Super Funds & Margin Lending | Integrity Education Group |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2016-09-05 - | COUNT FINANCIAL LIMITED |
| 000234664 |
SMSF ADVICE PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2016-03-16 - 2016-07-27 | SMSF ADVICE PTY LIMITED |
| Licence Name | COUNT FINANCIAL LIMITED |
| Licence Number | 000227232 |
| Licence ABN | 19001974625 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANTHONY RAGONESE | Count Financial Limited | Current | 2018-08-22 |
| JENNIFER GREGORY | Count Financial Limited | Current | 2018-08-20 |
| JOHN SAADE | Count Financial Limited | Current | 2018-08-14 |
| KYLIE ALCORN | Count Financial Limited | Current | 2018-08-10 |
| JEREMY GUIRGUIS | Count Financial Limited | Current | 2018-08-10 |
| JACQUELINE QUENTAL | Count Financial Limited | Current | 2018-08-01 |
| KADE JEFFREE BEASLEY | Count Financial Limited | Current | 2018-07-12 |
| THI MAI THAO LAM | Count Financial Limited | Current | 2018-06-08 |
| ANDREW LUKE DOS SANTOS | Count Financial Limited | Current | 2018-05-10 |
| JAMES PETER COLIN BROWN | Count Financial Limited | Current | 2018-05-08 |
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.