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- Financial Advisers Australia (FAA)
- Alan Geoffrey Tate
Alan Geoffrey Tate
- Name
- Alan Geoffrey Tate
- ID
- 462162
- ABN
- –
- First Provided Advice
- 2004
- Restrictions
- Scope of Authority: COMPREHENSIVE. Adviser Is RESTRICTED from providing advice for the following classes of financial products: (i) standard margin lending facility; (ii) Self Managed Superannuation Funds (SMSFs). Adviser is RESTRICTED from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of anotherperson in respect of the following classes of products: (i) standard margin lending facility; (ii) Self Manager Superannuation Funds (SMSFs); to retail or wholesale clients.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Csf Pty Limited (#246664)
- Commenced
- July 23, 2014
- Ceased
- June 21, 2017
- Status
- Ceased
- Licence Holder
- Findex Advice Services Pty Ltd (#243253)
- Commenced
- Sept. 11, 2018
- Ceased
- March 29, 2019
- Status
- Ceased
- Licence Holder
- Statewide Superannuation Pty Ltd (#243171)
- Commenced
- May 1, 2019
- Ceased
- Oct. 16, 2019