PETER DELIS (Adviser# 001245705) 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 July 20, 2017.
| Register Name | Financial Advisers |
| Adviser Name | PETER DELIS |
| Adviser Number | 001245705 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000430062 SMSF ADVISERS NETWORK PTY LTD |
| Licence ABN | 64155907681 |
| Licence Controlled By | NATIONAL TAX & ACCOUNTANTS' ASSOCIATION LIMITED |
| Adviser Start Date | 2017-07-20 |
| Appointing Representative Name | SMSF ADVISERS NETWORK PTY LTD |
| Appointing Representative Number | 000430062 |
| Appointing Representative ABN | 64155907681 |
| Memberships |
CPA Australia (CPA) Institute of Public Accountants (IPA) National Tax and Accountants Association Self Managed Super Fund Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| FSN10 RG146 SMSF Accreditation | terra cordis |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000430062 |
SMSF ADVISERS NETWORK PTY LTD
Licence controlled by: NATIONAL TAX & ACCOUNTANTS' ASSOCIATION LIMITED |
2017-07-20 - | SMSF ADVISERS NETWORK PTY LTD |
| 000246638 |
INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD Further restrictions: Is only authorised to: provide financial product advice on self managed superannuation funds; arrange to deal in an interest in a self managed superannuation fund; provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: -making a recommendation that the person establish a self managed superannuation fund; or -providing advice to the person on contributions or pensions under a superannuation product; provide class of product advice on the following: -superannuation products; and -basic deposit products. |
2016-09-07 - 2017-05-05 | INTERPRAC FINANCIAL PLANNING PTY LTD |
| 000289621 |
UNISON WEALTH MANAGEMENT PTY LTD
Licence controlled by: UNISON FINANCIAL GROUP PTY LTD ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 09/03/2016] ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 17/11/2017] ~ VIEPLAN PTY LTD [Date Ceased: 17/11/2017] Further restrictions: SMSF AdviceProvide financial product advice (as defined in s766B Corporations Act) to retail and wholesale clients on:self-managed superannuation funds;superannuation products in relation to a clients existing holding in a superannuation product but only to the extent required for:making a recommendation that the client establish a self-managed superannuation fund; orproviding advice to the client on contributions or pensions under a superannuation product.Class of Product AdviceProvide class of product advice (as defined in s912A(4) of the Corporations Act) to retail and wholesale clients on:superannuation products;securities;simple managed investment schemes;general insurance products;life risk insurance products;basic deposit products.ArrangingArrange to deal in an interest in a self-managed superannuation fund in respect of retail and wholesale clients. |
2016-07-01 - 2016-09-03 | UNISON WEALTH MANAGEMENT PTY LTD |
| Licence Name | SMSF ADVISERS NETWORK PTY LTD |
| Licence Number | 000430062 |
| Licence ABN | 64155907681 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NATASHA EILEEN SMITH | Smsf Advisers Network Pty Ltd | Current | 2018-08-31 |
| SUSAN JANE THEARLE | Smsf Advisers Network Pty Ltd | Current | 2018-08-31 |
| LEESA GAY BAVELL | Smsf Advisers Network Pty Ltd | Current | 2018-08-30 |
| MICHELE CARBONE | Smsf Advisers Network Pty Ltd | Current | 2018-08-29 |
| KAYLA ANNE STOREY | Smsf Advisers Network Pty Ltd | Current | 2018-08-16 |
| BRENDAN WATSON | Smsf Advisers Network Pty Ltd | Current | 2018-08-10 |
| MELISSA MCCRYSTAL | Smsf Advisers Network Pty Ltd | Current | 2018-08-10 |
| BRADLEY ROY THOMAS | Smsf Advisers Network Pty Ltd | Current | 2018-08-10 |
| ANDREW JOSEPH WRIGHT | Smsf Advisers Network Pty Ltd | Current | 2018-08-09 |
| ANDRE WITTE | Smsf Advisers Network Pty Ltd | Current | 2018-08-09 |
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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.