LUCINDA TASSELL

Licensee: ORD MINNETT LIMITED

LUCINDA TASSELL (Adviser# 001257531) 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 August 17, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name LUCINDA TASSELL
Adviser Number 001257531
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000237121
ORD MINNETT LIMITED
Licence ABN 86002733048
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2017-08-17
Appointing Representative Name ORD MINNETT LIMITED
Appointing Representative Number 000237121
Appointing Representative ABN 86002733048

Authorisations to provide financial product advice

  • LUCINDA TASSELL
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Accredited Derivatives Adviser Kaplan Professional Education
Diploma in Financial Markets Securities Institute
Margin Lending Accreditation Stockbrokers Association
SDIA Accreditation Program Assessment Securities and Derivatives Industry Association
Superannuation Module Royal Melbourne Institute of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237121 ORD MINNETT LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2017-08-17 - ORD MINNETT LIMITED
000240813 MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC
2004-03-11 - 2017-07-03 LUCINDA E TASSELL

Licensee Information

Licence Name ORD MINNETT LIMITED
Licence Number 000237121
Licence ABN 86002733048

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARY VAN DAALEN Ord Minnett Limited Current 2018-08-06
MATTHEW MALIN Ord Minnett Limited Current 2018-08-01
ANGELOS GIANNAKOPOULOS Ord Minnett Limited Current 2018-07-31
MELINDA LIPSHUTZ Ord Minnett Limited Current 2018-07-30
VERA LIN Ord Minnett Limited Current 2018-07-19
DALE WEEKS Ord Minnett Limited Current 2018-07-10
TONY HAWKINS Ord Minnett Limited Current 2018-06-18
BRIAN MANNING Ord Minnett Limited Current 2018-06-14
JOHN BLAND Ord Minnett Limited Current 2018-06-12
DEBRA HUNTLEY Ord Minnett Limited Current 2018-06-12

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.