PAUL THOMAS ATHERTON

Licensee: ALLIANCE WEALTH PTY LTD

PAUL THOMAS ATHERTON (Adviser# 001257955) 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 4, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL THOMAS ATHERTON
Adviser Number 001257955
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000449221
ALLIANCE WEALTH PTY LTD
Licence ABN 93161647007
Licence Controlled By CENTREPOINT ALLIANCE LIMITED
CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
Adviser Start Date 2017-09-04
Appointing Representative Name NEUTRAL EXTREMES PTY LTD
Appointing Representative Number 001257947
Appointing Representative ABN 87608337766
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Not authorised to provide advice on Self Managed Super Funds (SMSF)

Authorisations to provide financial product advice

  • PAUL THOMAS ATHERTON
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Certificate IV in Finance and Mortgage Broking Finance & Related Services Training Academy
Diploma of Financial Planning Monarch Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000449221 ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018]
Further restrictions: Not authorised to provide advice on Self Managed Super Funds (SMSF)
2017-09-04 - NEUTRAL EXTREMES PTY LTD

Licensee Information

Licence Name ALLIANCE WEALTH PTY LTD
Licence Number 000449221
Licence ABN 93161647007

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER-JAMES MACKINNON CAMERON Alliance Wealth Pty Ltd Current 2018-08-10
ANTONIO MORO Alliance Wealth Pty Ltd Current 2018-08-01
JASMYN PFEIFFER Alliance Wealth Pty Ltd Current 2018-08-01
JEFFREY BOWMAN Alliance Wealth Pty Ltd Current 2018-07-27
TRACEY MARGARET PRATTLEY Alliance Wealth Pty Ltd Current 2018-07-26
LUKE THOMAS SALTMARSH Alliance Wealth Pty Ltd Current 2018-07-13
MICHAEL PAUL FARMER Alliance Wealth Pty Ltd Current 2018-07-06
RUSSELL W GILBERT Alliance Wealth Pty Ltd Current 2018-07-02
WESSEL HENDRIK SWART Alliance Wealth Pty Ltd Current 2018-07-02
MICHAEL EDWARD BELCHER Alliance Wealth Pty Ltd Current 2018-07-02

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.