MARGUERITE ARENDTSZ (Adviser# 000250840) 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 April 23, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MARGUERITE ARENDTSZ |
| Adviser Number | 000250840 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 37315061015 |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000504485 FINWEALTH PTY LTD |
| Licence Controlled By | Margie ARENDTSZ |
| Adviser Start Date | 2018-04-23 |
| Appointing Representative Name | FINWEALTH PTY LTD |
| Appointing Representative Number | 000504485 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Accredited Listed Products Adviser (ALPA) Program | Kaplan |
| Diploma of Financial Planning (DFP 1-8) | FPA |
| Margin Lending and Geared Investments | Kaplan |
| Master of Business (Banking and Finance) | Monash University |
| Self Managed Super Funds accreditation | Integratec |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000504485 |
FINWEALTH PTY LTD
Licence controlled by: Margie ARENDTSZ |
2018-04-23 - | FINWEALTH PTY LTD |
| 000357306 |
FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD Further restrictions: Government Debentures, Stocks or Bonds - Class of product only; |
2013-04-22 - 2018-04-23 | FORTNUM PRIVATE WEALTH LTD |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2011-11-12 - 2013-04-21 | |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2007-09-21 - 2011-11-11 |
| Licence Name | FINWEALTH PTY LTD |
| Licence Number | 000504485 |
Please comment or provide details below to improve the information on .
| 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.