MATTHEW HOL (Adviser# 000235816) 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 4, 2016.
| Register Name | Financial Advisers |
| Adviser Name | MATTHEW HOL |
| Adviser Number | 000235816 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1994 |
| Financial Service (AFS) Licence |
Licence# 000240687 SECURITOR FINANCIAL GROUP LTD |
| Licence ABN | 48009189495 |
| Licence Controlled By | WESTPAC BANKING CORPORATION |
| Adviser Start Date | 2016-03-04 |
| Appointing Representative Name | TAJKOBY PTY LTD |
| Appointing Representative Number | 001239914 |
| Appointing Representative ABN | 64163578818 |
| Memberships |
Financial Planning Association of Australia (FPA) Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program | Kaplan Professional Education |
| Bachelor Of Applied Finance And Investment | Securities Institute |
| Bachelor of Business (Accounting & Finance) | Deakin University |
| Certified Financial Planner | Financial Planning Association Of Australia |
| Graduate Diploma in Applied Finance and Investment | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2016-03-04 - | TAJKOBY PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2012-11-05 - 2016-02-05 | CHARTER FINANCIAL PLANNING LIMITED |
| 000230704 | WEALTHHUB SECURITIES LIMITED | 2011-05-05 - 2012-08-08 |
| Licence Name | SECURITOR FINANCIAL GROUP LTD |
| Licence Number | 000240687 |
| Licence ABN | 48009189495 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES CRAWFORD GREEN | Securitor Financial Group Ltd | Current | 2018-07-31 |
| SHEREEN CHURCHILL | Securitor Financial Group Ltd | Current | 2018-07-26 |
| LIESL JANELLE MASLEN | Securitor Financial Group Ltd | Current | 2018-07-19 |
| MARK EDWARDS | Securitor Financial Group Ltd | Current | 2018-07-06 |
| MICHAEL WALMSLEY | Securitor Financial Group Ltd | Current | 2018-06-29 |
| PAUL HALLIGAN | Securitor Financial Group Ltd | Current | 2018-06-29 |
| REECE MARINI | Securitor Financial Group Ltd | Current | 2018-05-02 |
| CHARLES ELLIOT JEREMY GREEN | Securitor Financial Group Ltd | Current | 2018-04-16 |
| JULIE ANNE GRAY | Securitor Financial Group Ltd | Current | 2018-03-24 |
| MARK ANDREW EYLES | Securitor Financial Group Ltd | Current | 2018-03-16 |
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| 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.