NATHAN GRIFFITH (Adviser# 000241119) 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 18, 2016.
| Register Name | Financial Advisers |
| Adviser Name | NATHAN GRIFFITH |
| Adviser Number | 000241119 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000481610 WCG FINANCIAL SOLUTIONS PTY LIMITED |
| Adviser Start Date | 2016-03-18 |
| Appointing Representative Name | WCG FINANCIAL SOLUTIONS PTY LIMITED |
| Appointing Representative Number | 000481610 |
| Memberships |
Australian Institute of Company Directors (AICD) CPA Australia (CPA) Chartered Tax Advisor (CTA) Fellow CPA Australia (FCPA) Fellow Taxation Institute of Australia (FTIA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma Financial Planning | Mentor |
| Certificate IV Financial Services | National Finance Institute |
| RG146 | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000481610 | WCG FINANCIAL SOLUTIONS PTY LIMITED | 2016-03-18 - | WCG FINANCIAL SOLUTIONS PTY LIMITED |
| 000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2012-06-14 - 2016-03-18 | APOGEE FINANCIAL PLANNING LIMITED |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2007-11-30 - 2012-06-14 | |
| 000235653 | TIMBERCORP SECURITIES LIMITED | 2004-01-12 - 2007-11-29 | |
| 000234554 | ALIGN FUNDS MANAGEMENT PTY LTD | 2003-11-05 - 2004-01-05 |
| Licence Name | WCG FINANCIAL SOLUTIONS PTY LIMITED |
| Licence Number | 000481610 |
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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.