AFRODITE CASTELLI

Licensee: AFFINIA FINANCIAL ADVISERS LIMITED

AFRODITE CASTELLI (Adviser# 000433063) 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 AFRODITE CASTELLI
Adviser Number 000433063
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000237857
AFFINIA FINANCIAL ADVISERS LIMITED
Licence ABN 13085335397
Adviser Start Date 2018-08-24
Appointing Representative Name AFFINIA FINANCIAL ADVISERS LIMITED
Appointing Representative Number 000237857
Appointing Representative ABN 13085335397
Memberships Association of Financial Advisers (AFA)
Further Restrictions Not authorised in SMSF

Authorisations to provide financial product advice

  • AFRODITE CASTELLI
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • 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 Investment Planning Mentor
Diploma of Financial Services (Financial Planning) Kaplan Professional
Estate Planning Mentor
Statement of Attainment Self Managed Superannuation Funds - Mentor
Taxation Mentor

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237857 AFFINIA FINANCIAL ADVISERS LIMITED
Further restrictions: Not authorised in SMSF
2018-08-24 - AFFINIA FINANCIAL ADVISERS LIMITED
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2013-01-11 - 2018-08-24 AMP FINANCIAL PLANNING PTY LIMITED
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2012-04-01 - 2012-12-23

Licensee Information

Licence Name AFFINIA FINANCIAL ADVISERS LIMITED
Licence Number 000237857
Licence ABN 13085335397

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARK PETER DAVIDSON Affinia Financial Advisers Limited Ceased 2013-02-22
FRANK JOSEPH SCHAECHTILI Affinia Financial Advisers Limited Current 2018-06-18
DAVID SIDHU Affinia Financial Advisers Limited Current 2014-05-28
JOHN ILLINGWORTH Affinia Financial Advisers Limited Current 2014-05-28
KERRY MARIE MITCHELL Affinia Financial Advisers Limited Current 2016-10-26
DAVID JOHN LAKEY Affinia Financial Advisers Limited Current 2013-04-05
ANDREW O'BRIEN Affinia Financial Advisers Limited Current 2016-09-02
LACHLAN CHARLES HUDSON BAKER Affinia Financial Advisers Limited Current 2007-08-03
RAYMOND STONE Affinia Financial Advisers Limited Ceased 2013-03-11
ROBERT JOHN MILLER Affinia Financial Advisers Limited Current 2017-08-02

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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.