DAVID TAYLOR (Adviser# 001248432) 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 | DAVID TAYLOR |
| Adviser Number | 001248432 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000245558 MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD |
| Licence ABN | 39073019815 |
| Adviser Start Date | 2016-09-05 |
| Appointing Representative Name | MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000245558 |
| Appointing Representative ABN | 39073019815 |
| Further Restrictions | Retirement planning in relation to structuring superannuation; Self Managed Superannuation Fund (SMSF) and the establishment of an SMSF; Conversion from SMSF accumulation to pension; Contributions to the SMSF including rolling over from an existing superannuation fund; SMSF exit or closure. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accountants SMSF Package | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000245558 |
MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD
Further restrictions: Retirement planning in relation to structuring superannuation; Self Managed Superannuation Fund (SMSF) and the establishment of an SMSF; Conversion from SMSF accumulation to pension; Contributions to the SMSF including rolling over from an existing superannuation fund; SMSF exit or closure. |
2016-09-05 - | MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD |
| Licence Name | MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD |
| Licence Number | 000245558 |
| Licence ABN | 39073019815 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOHN DELMO | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2018-06-28 |
| SANDY MEI-CHING WONG | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2018-04-01 |
| ROHAN MANSFIELD | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| TINA POLIMENI | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| VICKI CREMONA | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| RENEE STEVENS | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| MANDY FINDLOW | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| LOUISE BULLOCK | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| ADAM ROBERTS | Mclean Delmo Bentleys Financial Services Pty Ltd | Ceased | 2016-09-05 |
| HAROLD LOURIE | Mclean Delmo Bentleys Financial Services Pty Ltd | Ceased | 2016-09-05 |
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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.