DAVID LIVSHIZ

Licensee: EVERMORE MONEY MANAGEMENT PTY LTD

DAVID LIVSHIZ (Adviser# 001262468) 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 March 8, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID LIVSHIZ
Adviser Number 001262468
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000401712
EVERMORE MONEY MANAGEMENT PTY LTD
Licence ABN 22149269116
Adviser Start Date 2018-03-08
Appointing Representative Name EVERMORE MONEY MANAGEMENT PTY LTD
Appointing Representative Number 000401712
Appointing Representative ABN 22149269116
Further Restrictions not able to deal in derivatives

Authorisations to provide financial product advice

  • DAVID LIVSHIZ
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Bachelor of Science Monash University
Graduate Certificate in Financial Planning Kaplan
Specialist SMSF course Super Concepts & International Centre for Financial Services

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000401712 EVERMORE MONEY MANAGEMENT PTY LTD
Further restrictions: not able to deal in derivatives
2018-03-08 - EVERMORE MONEY MANAGEMENT PTY LTD

Licensee Information

Licence Name EVERMORE MONEY MANAGEMENT PTY LTD
Licence Number 000401712
Licence ABN 22149269116

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
QADEER AHMAD Evermore Money Management Pty Ltd Current 2018-08-29
AMANDA THOMPSON Evermore Money Management Pty Ltd Current 2018-07-05
RONALD MELLODY Evermore Money Management Pty Ltd Current 2018-07-04
VAUGHAN WILLIAM FRANKS Evermore Money Management Pty Ltd Current 2018-07-04
KRISTEN LOUISE QUIRK Evermore Money Management Pty Ltd Current 2018-07-04
EMLYN OLIVIER Evermore Money Management Pty Ltd Ceased 2018-07-02
CHRISTOPHER ALAN EAST Evermore Money Management Pty Ltd Current 2018-06-30
SHAUN ROBARDS Evermore Money Management Pty Ltd Current 2018-06-07
DAVID KING Evermore Money Management Pty Ltd Current 2018-05-14
JAKE MATHEW TAYLOR Evermore Money Management Pty Ltd Current 2018-04-26

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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.