GERARD WITTS (Adviser# 000253145) 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 January 5, 2004.
| Register Name | Financial Advisers |
| Adviser Name | GERARD WITTS |
| Adviser Number | 000253145 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1990 |
| Financial Service (AFS) Licence |
Licence# 000239645 MCMILLAN FINANCIAL PLANNING PTY LTD |
| Licence ABN | 90074586217 |
| Licence Controlled By | Angus Management Trust |
| Adviser Start Date | 2004-01-05 |
| Appointing Representative Name | MCMILLAN FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000239645 |
| Appointing Representative ABN | 90074586217 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Practising Accountant | CPA |
| Diploma of Financial Services | Integratec |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000239645 |
MCMILLAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Angus Management Trust |
2004-01-05 - | MCMILLAN FINANCIAL PLANNING PTY LTD |
| Licence Name | MCMILLAN FINANCIAL PLANNING PTY LTD |
| Licence Number | 000239645 |
| Licence ABN | 90074586217 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CLAIRE MAREE RICHMOND-MILLER | Mcmillan Financial Planning Pty Ltd | Current | 2018-04-27 |
| CALLIE ANN COOK | Mcmillan Financial Planning Pty Ltd | Current | 2018-04-27 |
| RODNEY WILLIAM ROWLEY | Mcmillan Financial Planning Pty Ltd | Current | 2004-08-02 |
| ROBERT KIDDELL | Mcmillan Financial Planning Pty Ltd | Current | 2004-01-05 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CLAIRE MAREE RICHMOND-MILLER | Mcmillan Financial Planning Pty Ltd | Current | 2018-04-27 |
| CALLIE ANN COOK | Mcmillan Financial Planning Pty Ltd | Current | 2018-04-27 |
| RODNEY WILLIAM ROWLEY | Mcmillan Financial Planning Pty Ltd | Current | 2004-08-02 |
| ROBERT KIDDELL | Mcmillan Financial Planning Pty Ltd | Current | 2004-01-05 |
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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.