LISA MAREE RUDDICK (Adviser# 001263698) 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 May 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | LISA MAREE RUDDICK |
| Adviser Number | 001263698 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2018 |
| Financial Service (AFS) Licence |
Licence# 000224543 FYG PLANNERS PTY LTD |
| Licence ABN | 55094972540 |
| Licence Controlled By | The Trustee for Mancell Family Trust |
| Adviser Start Date | 2018-05-01 |
| Appointing Representative Name | JIGSAW FINANCIAL PLANNING PTY LIMITED |
| Appointing Representative Number | 000402628 |
| Appointing Representative ABN | 23144522056 |
|
| Qualification / Degree | Institute / School |
|---|---|
| DFP5v2 Tax for Financial Advising | Kaplan Professional |
| Diploma of Financial Planning (FNS50615) | Kaplan Professional |
| Securities and Managed Investments | Kaplan Professional |
| Superannuation and Retirement Planning | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000224543 |
FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust |
2018-05-01 - | JIGSAW FINANCIAL PLANNING PTY LIMITED |
| Licence Name | FYG PLANNERS PTY LTD |
| Licence Number | 000224543 |
| Licence ABN | 55094972540 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GENENE MAREE WILSON | Fyg Planners Pty Ltd | Current | 2018-08-27 |
| MARK JEREMY BALDWIN | Fyg Planners Pty Ltd | Current | 2018-07-02 |
| ALEXANDER CHARLES REED | Fyg Planners Pty Ltd | Current | 2018-07-01 |
| MERVIN CHARLES REED | Fyg Planners Pty Ltd | Current | 2018-06-29 |
| GAVIN JOHN CHAPPLE | Fyg Planners Pty Ltd | Current | 2018-06-25 |
| DAVID JOHN GARRICK | Fyg Planners Pty Ltd | Current | 2018-06-25 |
| AMANDA MELLOR | Fyg Planners Pty Ltd | Current | 2018-06-05 |
| CHRISTIE BRITTEN | Fyg Planners Pty Ltd | Current | 2018-04-23 |
| MICHAEL ANDREW JONES | Fyg Planners Pty Ltd | Current | 2018-02-01 |
| RYAN MUIR | Fyg Planners Pty Ltd | Current | 2018-01-15 |
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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.