ALLEN OZDIL


Licensee: PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.

ALLEN OZDIL (Adviser# 001263377) 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 13, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name ALLEN OZDIL
Adviser Number 001263377
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000229887
PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
Licence ABN 24052941036
Adviser Start Date 2018-03-13
Appointing Representative Name PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
Appointing Representative Number 000229887
Appointing Representative ABN 24052941036
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ALLEN OZDIL
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Finance La Trobe University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229887 PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD. 2018-03-13 - PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
000331367 CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence controlled by: CLEARVIEW WEALTH LIMITED
2017-05-05 - 2018-01-22 ALLEN OZDIL

Licensee Information

Licence Name PITCHER PARTNERS INVESTMENT SERVICES PTY. LTD.
Licence Number 000229887
Licence ABN 24052941036

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER READ Pitcher Partners Investment Services Pty. Ltd. Current 2018-03-23
LAUREN RADCLIFFE Pitcher Partners Investment Services Pty. Ltd. Current 2018-01-08
ROSALIND XIAO HSIA CHAN Pitcher Partners Investment Services Pty. Ltd. Current 2017-05-22
ANDREW CHAN Pitcher Partners Investment Services Pty. Ltd. Current 2017-05-17
WILLIAM DARMAWAN Pitcher Partners Investment Services Pty. Ltd. Current 2017-03-10
MATTHEW CAMPBELL Pitcher Partners Investment Services Pty. Ltd. Current 2017-02-22
AIDAN DARMODY Pitcher Partners Investment Services Pty. Ltd. Current 2016-07-08
BRENDAN PEACOCK Pitcher Partners Investment Services Pty. Ltd. Current 2016-01-22
ANDREW GILLON Pitcher Partners Investment Services Pty. Ltd. Current 2015-10-30
MARTIN KOFOED Pitcher Partners Investment Services Pty. Ltd. Current 2015-06-10

Competitor

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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.