IAN GREGORY MORGAN (Adviser# 000257631) 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 December 1, 2003.
| Register Name | Financial Advisers |
| Adviser Name | IAN GREGORY MORGAN |
| Adviser Number | 000257631 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1994 |
| Financial Service (AFS) Licence |
Licence# 000239651 IGM FINANCIAL PLANNING PTY. LTD. |
| Licence ABN | 32089792567 |
| Adviser Start Date | 2003-12-01 |
| Appointing Representative Name | IGM FINANCIAL PLANNING PTY. LTD. |
| Appointing Representative Number | 000239651 |
| Appointing Representative ABN | 32089792567 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | FPA Australia |
| Diploma of Financial Planning | Deakin University |
| Masters of Commerce | University of Western Sydney |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000239651 | IGM FINANCIAL PLANNING PTY. LTD. | 2003-12-01 - | IGM FINANCIAL PLANNING PTY. LTD. |
| Licence Name | IGM FINANCIAL PLANNING PTY. LTD. |
| Licence Number | 000239651 |
| Licence ABN | 32089792567 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL ANDREW TARVIT | Igm Financial Planning Pty. Ltd. | Current | 2015-05-11 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL ANDREW TARVIT | Igm Financial Planning Pty. Ltd. | Current | 2015-05-11 |
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.