ALLAN HAROLD MEATES


Licensee: MKS WEALTH MANAGEMENT PTY LTD

ALLAN HAROLD MEATES (Adviser# 000240632) 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 April 17, 2008.

Adviser Overview

Register Name Financial Advisers
Adviser Name ALLAN HAROLD MEATES
Adviser Number 000240632
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1988
Financial Service (AFS) Licence Licence# 000322207
MKS WEALTH MANAGEMENT PTY LTD
Licence ABN 15129312661
Adviser Start Date 2008-04-17
Appointing Representative Name MKS WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000322207
Appointing Representative ABN 15129312661
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ALLAN HAROLD MEATES
  • ·
  • 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
Certified Financial Planner Financial Planning Association
Diploma of Financial Planning International Association for Financial Planning (Australia)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000322207 MKS WEALTH MANAGEMENT PTY LTD 2008-04-17 - MKS WEALTH MANAGEMENT PTY LTD

Licensee Information

Licence Name MKS WEALTH MANAGEMENT PTY LTD
Licence Number 000322207
Licence ABN 15129312661

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID LESLIE KOLLMORGEN Mks Wealth Management Pty Ltd Current 2008-04-17
MATTHEW JAMES SMITH Mks Wealth Management Pty Ltd Current 2008-04-17

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID LESLIE KOLLMORGEN Mks Wealth Management Pty Ltd Current 2008-04-17
MATTHEW JAMES SMITH Mks Wealth Management Pty Ltd Current 2008-04-17

Competitor

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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.