SIMONE IRENE DE MEDICI (Adviser# 000244778) 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 24, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SIMONE IRENE DE MEDICI |
| Adviser Number | 000244778 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000452996 NEXTPLAN FINANCIAL PTY LTD |
| Licence ABN | 24167151420 |
| Adviser Start Date | 2016-03-24 |
| Appointing Representative Name | NEXTPLAN FINANCIAL PTY LTD |
| Appointing Representative Number | 000452996 |
| Appointing Representative ABN | 24167151420 |
| Memberships |
Association of Financial Advisers (AFA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | FPA |
| Diploma of Financial Planning | FPA |
| Fellow Chartered Financial Practitioner | Mentor Education Grooup |
| Margin Lending & Geared Investments | Kaplan |
| Self Managed Super Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000452996 | NEXTPLAN FINANCIAL PTY LTD | 2016-03-24 - | NEXTPLAN FINANCIAL PTY LTD |
| 000385845 | NEO FINANCIAL SOLUTIONS PTY LTD | 2013-01-31 - 2016-03-23 | NEO FINANCIAL SOLUTIONS PTY LTD |
| 000244315 | MARIGOLD FALCONER INTERNATIONAL PTY LTD | 2010-02-18 - 2013-01-31 | SIMONE IRENE DE MEDICI |
| 000332556 | MADDERN FINANCIAL ADVISERS PTY. LTD. | 2009-04-01 - 2010-02-17 | SIMONE IRENE DE MEDICI |
| 000247105 |
SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2008-07-08 - 2009-03-31 | SIMONE IRENE DE MEDICI |
| Licence Name | NEXTPLAN FINANCIAL PTY LTD |
| Licence Number | 000452996 |
| Licence ABN | 24167151420 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRISTOPHER JOHN THORN | Nextplan Financial Pty Ltd | Current | 2018-07-03 |
| JOHN LYNCH | Nextplan Financial Pty Ltd | Current | 2018-06-29 |
| MARTINA SONNEVELD | Nextplan Financial Pty Ltd | Current | 2018-06-22 |
| CORNELIS MAARTEN SONNEVELD | Nextplan Financial Pty Ltd | Current | 2018-06-22 |
| HARRY MATSOUKAS | Nextplan Financial Pty Ltd | Current | 2018-04-20 |
| ELISA MICHELLE ELKINS | Nextplan Financial Pty Ltd | Current | 2018-03-15 |
| SWARAJ SHET | Nextplan Financial Pty Ltd | Current | 2018-02-21 |
| ALEX BROWN | Nextplan Financial Pty Ltd | Current | 2018-02-05 |
| RODNEY CLIFFORD HAYNES | Nextplan Financial Pty Ltd | Current | 2017-05-18 |
| DAMIEN JOHN DAVIOT | Nextplan Financial Pty Ltd | Current | 2016-12-19 |
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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.