RIVEE DYLAN TAI TAO

Licensee: CARNBREA & CO. LTD.

RIVEE DYLAN TAI TAO (Adviser# 001242510) 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 May 30, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name RIVEE DYLAN TAI TAO
Adviser Number 001242510
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000233763
CARNBREA & CO. LTD.
Licence ABN 33004739655
Licence Controlled By BENNELONG WEALTH HOLDINGS PTY. LTD. [Date Ceased: 03/07/2018]
The Trustee for Carnbrea Securities Trust
Adviser Start Date 2016-05-30
Appointing Representative Name CARNBREA & CO. LTD.
Appointing Representative Number 000233763
Appointing Representative ABN 33004739655

Authorisations to provide financial product advice

  • RIVEE DYLAN TAI TAO
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting) Swinburne University of Technology
Tier 1 Adviser Compliance Solution Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000233763 CARNBREA & CO. LTD.
Licence controlled by: BENNELONG WEALTH HOLDINGS PTY. LTD. [Date Ceased: 03/07/2018] ~ The Trustee for Carnbrea Securities Trust
2016-05-30 - CARNBREA & CO. LTD.

Licensee Information

Licence Name CARNBREA & CO. LTD.
Licence Number 000233763
Licence ABN 33004739655

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MENGQI LIU Carnbrea & Co. Ltd. Current 2018-06-29
JOHN MCCARTHY Carnbrea & Co. Ltd. Current 2017-05-15
DAVID JOHN KELLY Carnbrea & Co. Ltd. Current 2016-08-16
ANDREW PEARCE Carnbrea & Co. Ltd. Ceased 2015-10-26
BEN MEIKLE Carnbrea & Co. Ltd. Current 2015-09-23
DEBRA GAYE ROBINSON Carnbrea & Co. Ltd. Current 2014-11-08

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MENGQI LIU Carnbrea & Co. Ltd. Current 2018-06-29
JOHN MCCARTHY Carnbrea & Co. Ltd. Current 2017-05-15
DAVID JOHN KELLY Carnbrea & Co. Ltd. Current 2016-08-16
ANDREW PEARCE Carnbrea & Co. Ltd. Ceased 2015-10-26
BEN MEIKLE Carnbrea & Co. Ltd. Current 2015-09-23
DEBRA GAYE ROBINSON Carnbrea & Co. Ltd. Current 2014-11-08

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Dataset Information

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.