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- Financial Advisers Australia (FAA)
- Alan Michael Poswell
Alan Michael Poswell
- Name
- Alan Michael Poswell
- ID
- 273130
- ABN
- –
- First Provided Advice
- 2000
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
- 2026 - Commercial Law - Other - Kaplan Professional
- 2026 - Tax for Financial Advising - Other - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Afsl Licensee Pty. Ltd. (#518453)
- Commenced
- March 24, 2020
- Ceased
- June 11, 2020
- Status
- Ceased
- Licence Holder
- Interprac Financial Planning Pty Ltd (#246638)
- Commenced
- March 1, 2021
- Ceased
- June 20, 2024
- Status
- Ceased
- Licence Holder
- Oracle Advisory Group Pty. Ltd. (#540806)
- Commenced
- Nov. 25, 2024
- Ceased
- March 6, 2025
- Status
- Ceased
- Licence Holder
- Private Wealth Pty Ltd (#320404)
- Commenced
- Nov. 1, 2020
- Ceased
- Nov. 23, 2020
- Status
- Current
- Licence Holder
- Australian Financial Planning Group Pty Limited (#247430)
- Commenced
- July 24, 2025
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- March 7, 2007
- Ceased
- Feb. 21, 2008
- Status
- Ceased
- Licence Holder
- Apogee Financial Planning Pty Ltd (#230689)
- Commenced
- Feb. 17, 2005
- Ceased
- Jan. 22, 2007
- Status
- Ceased
- Licence Holder
- Apogee Financial Planning Pty Ltd (#230689)
- Commenced
- Jan. 31, 2013
- Ceased
- April 29, 2016
- Status
- Ceased
- Licence Holder
- Ggb Financial Pty. Ltd. (#343589)
- Commenced
- March 3, 2010
- Ceased
- Jan. 30, 2013
- Status
- Ceased
- Licence Holder
- Investment Gateway Pty Ltd (#239117)
- Commenced
- Nov. 27, 2007
- Ceased
- Sept. 5, 2008
- Status
- Ceased
- Licence Holder
- Madison Financial Group Pty Ltd (#246679)
- Commenced
- Nov. 15, 2017
- Ceased
- March 12, 2018
- Status
- Ceased
- Licence Holder
- Pfmtp Pty Ltd (#296985)
- Commenced
- Oct. 27, 2008
- Ceased
- Jan. 29, 2010