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Financial Advisers: VITO D'ALESSANDRI Information

This is the detailed information about VITO D'ALESSANDRI, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000234615, the year the Financial Adviser first provided advice is 1992 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:13.

Financial Adviser Number: 000234615
Financial Adviser Name: VITO D'ALESSANDRI
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1992
Adviser Town: Essendon North
Adviser Country: Australia
Adviser Town: Essendon North
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
    Licence Number: 000223135
    Licence ABN: 24093733969
    The date the Financial Adviser commenced the appointment: 2018-07-01
    The date the Financial Adviser ceased the appointment: 2020-06-23
    Authorised Representative Name: DALLAS CONSULTING PTY. LTD.
    Authorised Representative Number: 000295438
    Rep Appointed ABN: 54109169621
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Cavendish & ICFS Specialist SMSF Course - The University of Adelaide / Cavendish ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
    Licence Number: 000246934
    Licence ABN: 76006637225
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 2005-11-07
    The date the Financial Adviser ceased the appointment: 2016-03-10
    Authorised Representative Name: DALLAS CONSULTING PTY. LTD.
    Authorised Representative Number: 000295438
    Rep Appointed ABN: 54109169621
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Cavendish & ICFS Specialist SMSF Course - The University of Adelaide / Cavendish ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: DOVER FINANCIAL ADVISERS PTY LTD
    Licence Number: 000307248
    Licence ABN: 87112139321
    The company(ies) or people who control the licensee's business: TERRY MCMASTER [Date Ceased: 2018-08-01]
    The date the Financial Adviser commenced the appointment: 2016-03-10
    The date the Financial Adviser ceased the appointment: 2018-06-28
    Authorised Representative Name: DOVER FINANCIAL ADVISERS PTY LTD
    Authorised Representative Number: 000307248
    Rep Appointed ABN: 87112139321
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Cavendish & ICFS Specialist SMSF Course - The University of Adelaide / Cavendish ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: NEXTPLAN FINANCIAL PTY LTD
    Licence Number: 000452996
    Licence ABN: 24167151420
    The date the Financial Adviser commenced the appointment: 2020-06-23
    Authorised Representative Name: NEXTPLAN FINANCIAL PTY LTD
    Authorised Representative Number: 000452996
    Rep Appointed ABN: 24167151420
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Cavendish & ICFS Specialist SMSF Course - The University of Adelaide / Cavendish ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.