COURTNEY LISTER

Licensee: CROWN WEALTH GROUP PTY LTD

COURTNEY LISTER (Adviser# 000343630) 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 24, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name COURTNEY LISTER
Adviser Number 000343630
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000494274
CROWN WEALTH GROUP PTY LTD
Licence ABN 22603037510
Adviser Start Date 2018-08-24
Appointing Representative Name CONTINUUM WEALTH PLANNING PTY LIMITED
Appointing Representative Number 000421821
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • COURTNEY LISTER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Business (Marketing) Maclay College
Bachelor of Commerce Marketing - Macquarie University
Diploma of Financial Services (Financial Planning) Financial Services Training & Assessment
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000494274 CROWN WEALTH GROUP PTY LTD 2018-08-24 - CONTINUUM WEALTH PLANNING PTY LIMITED
000431915 SOLAR FINANCIAL ADVISORY PTY LTD 2013-02-27 - 2018-08-23 SOLAR FINANCIAL ADVISORY PTY LTD
000237857 AFFINIA FINANCIAL ADVISERS LIMITED 2012-05-15 - 2013-02-26
000310487 INSIGNIA PLATFORMS PTY LTD 2009-12-14 - 2012-02-14

Licensee Information

Licence Name CROWN WEALTH GROUP PTY LTD
Licence Number 000494274
Licence ABN 22603037510

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KIRILEY ROPER Crown Wealth Group Pty Ltd Current 2018-08-16
LYLE EVAN ALEXIS FILER Crown Wealth Group Pty Ltd Current 2018-08-16
JOHN CHARLES CANNON Crown Wealth Group Pty Ltd Current 2018-08-16
BRADLEY TUPPACK Crown Wealth Group Pty Ltd Current 2018-08-16
TIMOTHY JOHN ARCHIBALD Crown Wealth Group Pty Ltd Current 2018-08-16
JOHN GRIMA Crown Wealth Group Pty Ltd Current 2018-07-31
JIM FAIRHALL-DICKIE Crown Wealth Group Pty Ltd Current 2018-07-30
CHAD BROOKES Crown Wealth Group Pty Ltd Current 2018-07-18
CRAIG RICHARDS Crown Wealth Group Pty Ltd Current 2018-07-13
BRONWYN HOLZHEIMER Crown Wealth Group Pty Ltd Current 2018-07-12

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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.