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