MALCOLM IAN GODFREY (Adviser# 000245952) 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 June 6, 2016.
| Register Name | Financial Advisers |
| Adviser Name | MALCOLM IAN GODFREY |
| Adviser Number | 000245952 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 63931655018 |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000410134 PILOT WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 68150457560 |
| Adviser Start Date | 2016-06-06 |
| Appointing Representative Name | PILOT WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000410134 |
| Appointing Representative ABN | 68150457560 |
| Memberships |
Financial Planning Association of Australia (FPA) Institute of Public Accountants (IPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of South Australia |
| Diploma of Financial Planning | Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000410134 | PILOT WEALTH MANAGEMENT PTY LTD | 2016-06-06 - | PILOT WEALTH MANAGEMENT PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2014-06-30 - 2016-06-06 | RETIRE LIVING PTY LTD |
| 000247839 |
PPS LIFESTYLE SOLUTIONS PTY LTD
Licence controlled by: AMP LIMITED |
2011-12-05 - 2014-03-31 | |
| 000237982 | XPAL PLANNING PTY LTD | 2004-01-14 - 2011-12-05 |
| Licence Name | PILOT WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000410134 |
| Licence ABN | 68150457560 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KEITH VINCENT BRENNER | Pilot Wealth Management Pty Ltd | Current | 2017-08-24 |
| KEVIN JOHN BLACKET | Pilot Wealth Management Pty Ltd | Current | 2011-10-13 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KEITH VINCENT BRENNER | Pilot Wealth Management Pty Ltd | Current | 2017-08-24 |
| KEVIN JOHN BLACKET | Pilot Wealth Management Pty Ltd | Current | 2011-10-13 |
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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.