LEX THOMAS VILLANUEVA

Licensee: MCA FINANCIAL PLANNERS PTY. LTD.

LEX THOMAS VILLANUEVA (Adviser# 000233077) 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 March 2, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name LEX THOMAS VILLANUEVA
Adviser Number 000233077
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000223610
MCA FINANCIAL PLANNERS PTY. LTD.
Licence ABN 42101736305
Adviser Start Date 2015-03-02
Appointing Representative Name MCA FINANCIAL PLANNERS PTY. LTD.
Appointing Representative Number 000223610
Appointing Representative ABN 42101736305

Authorisations to provide financial product advice

  • LEX THOMAS VILLANUEVA
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Deakin University
Self Managed Super Funds Tribeca Learning
Specialist Knowledge Securities Financial Services Institute of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000223610 MCA FINANCIAL PLANNERS PTY. LTD. 2015-03-02 - MCA FINANCIAL PLANNERS PTY. LTD.
000423710 FIRST MUTUAL AUSTRALIA PTY LTD
Licence controlled by: ALLITON HOLDINGS PTY LTD
2013-08-01 - 2015-02-28 LEX THOMAS VILLANUEVA
000229584 ALLITON SECURITIES PTY LTD 2009-12-11 - 2014-09-18 LEX THOMAS VILLANUEVA

Licensee Information

Licence Name MCA FINANCIAL PLANNERS PTY. LTD.
Licence Number 000223610
Licence ABN 42101736305

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SAMUEL DAVID BALL Mca Financial Planners Pty. Ltd. Current 2017-09-18
JOSEPH ROZARIUS SILANAND MARTIS Mca Financial Planners Pty. Ltd. Current 2017-05-10
VIRINDAR ANDREW JOSEPH MARTIS Mca Financial Planners Pty. Ltd. Current 2017-05-10
SCOTT JAMES THORNTON Mca Financial Planners Pty. Ltd. Current 2017-03-24
ADAM BRUCE SELLARS Mca Financial Planners Pty. Ltd. Current 2017-03-10
JAMES POLWART-MATICH Mca Financial Planners Pty. Ltd. Current 2016-07-15
LISA MCGREGOR Mca Financial Planners Pty. Ltd. Ceased 2016-02-01
DENIS EDWARD MULCAHY Mca Financial Planners Pty. Ltd. Ceased 2015-11-20
BRIAN MUHLEISEN Mca Financial Planners Pty. Ltd. Current 2015-07-01
GERARD MICHAEL WILKES Mca Financial Planners Pty. Ltd. Current 2015-06-10

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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.