GREG MAGUIRE (Adviser# 000255354) 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 11, 2018.
| Register Name | Financial Advisers |
| Adviser Name | GREG MAGUIRE |
| Adviser Number | 000255354 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000233180 BALLAST FINANCIAL MANAGEMENT PTY LTD |
| Licence ABN | 41086601041 |
| Adviser Start Date | 2018-04-11 |
| Appointing Representative Name | ABSOLUTE INSURANCE PTY LTD |
| Appointing Representative Number | 000467566 |
| Appointing Representative ABN | 33601794290 |
| Memberships | Association of Financial Advisers (AFA) |
| Further Restrictions | Limited to the following:deposits and payment products limited to:obasic deposit products;odeposit products other than basic deposit products;debentures, stocks or bonds issued or proposed to be issued by the government;life products including:oinvestment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; andolife risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;interests in managed investment schemes including:oinvestor directed portfolio services;retirement savings accounts (RSA) products (within the meaning of the Retirement Savings Account Act 1997) and;superannuation (Not SMSF). |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Monarch Institute |
| Diploma of Financial Services (Financial Planning) | Integratec |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000233180 |
BALLAST FINANCIAL MANAGEMENT PTY LTD
Further restrictions: Limited to the following:deposits and payment products limited to:obasic deposit products;odeposit products other than basic deposit products;debentures, stocks or bonds issued or proposed to be issued by the government;life products including:oinvestment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; andolife risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;interests in managed investment schemes including:oinvestor directed portfolio services;retirement savings accounts (RSA) products (within the meaning of the Retirement Savings Account Act 1997) and;superannuation (Not SMSF). |
2018-04-11 - | ABSOLUTE INSURANCE PTY LTD |
| 000244252 |
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Government Debentures, Stocks or Bonds: class of product only. Managed Investment: within Superannuation only - IDPS excluded. Securities: class of product only. Not authorised to provide SMSF advice. |
2017-01-10 - 2018-04-09 | MILLENNIUM 3 FINANCIAL SERVICES PTY LTD |
| 000233180 | BALLAST FINANCIAL MANAGEMENT PTY LTD | 2014-10-01 - 2017-01-09 | ABSOLUTE INSURANCE PTY LTD |
| 000233180 | BALLAST FINANCIAL MANAGEMENT PTY LTD | 2014-05-05 - 2014-10-01 | GREG MAGUIRE |
| 000238030 | WEALTHSURE PTY LTD | 2004-01-15 - 2014-05-02 | GREG MAGUIRE |
| Licence Name | BALLAST FINANCIAL MANAGEMENT PTY LTD |
| Licence Number | 000233180 |
| Licence ABN | 41086601041 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DANIEL JAMES MAGUIRE | Ballast Financial Management Pty Ltd | Current | 2018-04-11 |
| WAYNE BLAZEJCZYK | Ballast Financial Management Pty Ltd | Current | 2018-02-02 |
| ARNOLD VILLEGAS | Ballast Financial Management Pty Ltd | Current | 2018-02-02 |
| SCOTT MATTHEW WILKINS | Ballast Financial Management Pty Ltd | Current | 2018-02-02 |
| RICHARD STILES | Ballast Financial Management Pty Ltd | Ceased | 2018-02-02 |
| TOBY ROBERT SIMPSON | Ballast Financial Management Pty Ltd | Current | 2018-01-09 |
| DONG YANG | Ballast Financial Management Pty Ltd | Current | 2017-07-14 |
| DAVID COLIN SARGENT | Ballast Financial Management Pty Ltd | Current | 2017-07-02 |
| CHRISTOPHER JASEK | Ballast Financial Management Pty Ltd | Ceased | 2017-05-10 |
| JOHN MAXWELL KING | Ballast Financial Management Pty Ltd | Current | 2016-09-12 |
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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.