NADA MATICEVIC (Adviser# 000242659) 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 August 11, 2017.
Register Name | Financial Advisers |
Adviser Name | NADA MATICEVIC |
Adviser Number | 000242659 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2000 |
Financial Service (AFS) Licence |
Licence# 000489444 INTEGRO HOLDINGS (WA) PTY LTD |
Licence Controlled By | Hatmour Pty Ltd ATF Gilmour Family Trust |
Adviser Start Date | 2017-08-11 |
Appointing Representative Name | THE TRUSTEE FOR THE JJG TRUST T/A INTEGRO PRIVATE FINANCIAL CONSULTING |
Appointing Representative Number | 001257302 |
Appointing Representative ABN | 96816853855 |
Memberships | CFP - Certified Financial Planner (FPA) |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Business (Economics and Finance) | Edith Cowan University (ECU) |
Diploma of Financial Planning | FPA & Deakin University |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000489444 |
INTEGRO HOLDINGS (WA) PTY LTD
Licence controlled by: Hatmour Pty Ltd ATF Gilmour Family Trust |
2017-08-11 - | THE TRUSTEE FOR THE JJG TRUST T/A INTEGRO PRIVATE FINANCIAL CONSULTING |
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. |
2016-07-15 - 2017-08-11 | CHARTER FINANCIAL PLANNING LIMITED |
000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2003-12-01 - 2016-06-14 | GWM ADVISER SERVICES LIMITED |
Licence Name | INTEGRO HOLDINGS (WA) PTY LTD |
Licence Number | 000489444 |
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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.