WILLIAM BROOKER (Adviser# 000242771) 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 29, 2014.
Register Name | Financial Advisers |
Adviser Name | WILLIAM BROOKER |
Adviser Number | 000242771 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser ABN | 59129032253 |
Adviser First Advice Year | 1992 |
Financial Service (AFS) Licence |
Licence# 000459027 MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED |
Licence ABN | 21165412395 |
Adviser Start Date | 2014-08-29 |
Appointing Representative Name | MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED |
Appointing Representative Number | 000459027 |
Appointing Representative ABN | 21165412395 |
Memberships |
Association of Financial Advisers (AFA) CPA Australia (CPA) Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce (Accounting & Finance) | University of Wollongong |
CFP (Financial Planning & Services) | Deakin University |
CPA (Taxation, Accounting & Finance) | Deakin University |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000459027 | MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED | 2014-08-29 - | MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED |
000238478 |
FUTURO FINANCIAL SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD |
2011-06-10 - 2014-08-29 | WILLIAM BROOKER |
000247105 |
SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2005-01-25 - 2011-06-10 | WILLIAM BROOKER |
Licence Name | MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED |
Licence Number | 000459027 |
Licence ABN | 21165412395 |
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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.