MARK SERRY (Adviser# 000248983) 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 February 23, 2009.
| Register Name | Financial Advisers |
| Adviser Name | MARK SERRY |
| Adviser Number | 000248983 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000330737 INTRALINK WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 76117065335 |
| Adviser Start Date | 2009-02-23 |
| Appointing Representative Name | INTRALINK WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000330737 |
| Appointing Representative ABN | 76117065335 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics (First Class Honours) | Monash University |
| Certified Financial Planner | Financial Planning Association |
| Graduate Diploma of Applied Finance & Investments | KAPLAN |
| SMSF Special Advisor | Self Managed Super Fund Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000330737 | INTRALINK WEALTH MANAGEMENT PTY LTD | 2009-02-23 - | INTRALINK WEALTH MANAGEMENT PTY LTD |
| Licence Name | INTRALINK WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000330737 |
| Licence ABN | 76117065335 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL DAMIAN RYAN | Intralink Wealth Management Pty Ltd | Current | 2018-01-24 |
| PAUL DAMIAN RYAN | Intralink Wealth Management Pty Ltd | Ceased | 2018-01-24 |
| ANTHONY IVAN BAUM | Intralink Wealth Management Pty Ltd | Current | 2013-07-01 |
| TIMOTHY JAMES ARBON | Intralink Wealth Management Pty Ltd | Current | 2013-06-07 |
| MARK THOMAS MICHELMORE | Intralink Wealth Management Pty Ltd | Current | 2013-06-07 |
| PAUL SHARKEY | Intralink Wealth Management Pty Ltd | Current | 2009-02-23 |
| CHRISTIAN JAMES JARRAD | Intralink Wealth Management Pty Ltd | Current | 2009-02-23 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL DAMIAN RYAN | Intralink Wealth Management Pty Ltd | Current | 2018-01-24 |
| PAUL DAMIAN RYAN | Intralink Wealth Management Pty Ltd | Ceased | 2018-01-24 |
| ANTHONY IVAN BAUM | Intralink Wealth Management Pty Ltd | Current | 2013-07-01 |
| TIMOTHY JAMES ARBON | Intralink Wealth Management Pty Ltd | Current | 2013-06-07 |
| MARK THOMAS MICHELMORE | Intralink Wealth Management Pty Ltd | Current | 2013-06-07 |
| PAUL SHARKEY | Intralink Wealth Management Pty Ltd | Current | 2009-02-23 |
| CHRISTIAN JAMES JARRAD | Intralink Wealth Management Pty Ltd | Current | 2009-02-23 |
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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.