DAVID INGLIS

licensee: I2 ADVISORY FINANCIAL SERVICES PTY LTD

DAVID INGLIS (Adviser# 000256958) 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 26, 2016.

Adviser Overview

Register NameFinancial Advisers
Adviser NameDAVID INGLIS
Adviser Number000256958
Adviser RoleFinancial Adviser
Adviser Role StatusCurrent
Adviser First Advice Year2016
Financial Service (AFS) Licence Licence# 000488390
I2 ADVISORY FINANCIAL SERVICES PTY LTD
Adviser Start Date2016-08-26
Appointing Representative NameI2 ADVISORY FINANCIAL SERVICES PTY LTD
Appointing Representative Number000488390
Memberships CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • DAVID INGLIS
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics University of Adelaide
Graduate Diploma in Accountancy South Australian Institute of Technology
RG146 SMSF for Accountants Financial Education Professionals

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000488390 I2 ADVISORY FINANCIAL SERVICES PTY LTD 2016-08-26 - I2 ADVISORY FINANCIAL SERVICES PTY LTD

Licensee Information

Licence NameI2 ADVISORY FINANCIAL SERVICES PTY LTD
Licence Number000488390

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Dataset Information

Data ProviderAustralian Securities and Investments Commission (ASIC), Financial Advisers Register
JurisdictionAustralia
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.