MATTHEW NOEL GADD (Adviser# 000255796) 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 November 30, 2004.
| Register Name | Financial Advisers |
| Adviser Name | MATTHEW NOEL GADD |
| Adviser Number | 000255796 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000280928 MONEYTAX FINANCIAL PLANNING PTY LTD |
| Licence ABN | 54099805875 |
| Adviser Start Date | 2004-11-30 |
| Appointing Representative Name | MONEYTAX FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000280928 |
| Appointing Representative ABN | 54099805875 |
| Memberships |
Association of Independently Owned Financial Professionals (AIOFP) Financial Planning Association of Australia (FPA) Financial Services Institute of Australasia Institute of Public Accountants (IPA) The Tax Institute |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | FPA/Deakin University |
| Graduate Diploma in Applied Finance & Investment | FINSIA |
| Master of Commerce (Professional Accounting) | University of New England |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000280928 | MONEYTAX FINANCIAL PLANNING PTY LTD | 2004-11-30 - | MONEYTAX FINANCIAL PLANNING PTY LTD |
| Licence Name | MONEYTAX FINANCIAL PLANNING PTY LTD |
| Licence Number | 000280928 |
| Licence ABN | 54099805875 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL BEHLEVANAS | Moneytax Financial Planning Pty Ltd | Current | 2004-11-30 |
| JAMES GELLETT | Moneytax Financial Planning Pty Ltd | Ceased | 2004-11-30 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL BEHLEVANAS | Moneytax Financial Planning Pty Ltd | Current | 2004-11-30 |
| JAMES GELLETT | Moneytax Financial Planning Pty Ltd | Ceased | 2004-11-30 |
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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.