MARGARET ANNE BARNESBY-JOHNSON (Adviser# 000258161) 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 May 5, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MARGARET ANNE BARNESBY-JOHNSON |
| Adviser Number | 000258161 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1984 |
| Financial Service (AFS) Licence |
Licence# 000344139 AURUM PLANNING PTY LTD |
| Licence ABN | 19141418555 |
| Licence Controlled By | The Trustee for The Twilight Trust |
| Adviser Start Date | 2018-05-05 |
| Appointing Representative Name | AURUM PLANNING PTY LTD |
| Appointing Representative Number | 000344139 |
| Appointing Representative ABN | 19141418555 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program | Kaplan Professional Education |
| Life Insurance Adviser (Personal Advice) | Mentor |
| Margin Lending and Geared Investments | Kaplan Professional Education |
| Master of Applied Finance | Maquarie University |
| SMSF Adviser (Personal Advice) | Mentor |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000344139 |
AURUM PLANNING PTY LTD
Licence controlled by: The Trustee for The Twilight Trust |
2018-05-05 - | AURUM PLANNING PTY LTD |
| 000357306 |
FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD |
2015-05-20 - 2018-05-07 | FORTNUM PRIVATE WEALTH LTD |
| Licence Name | AURUM PLANNING PTY LTD |
| Licence Number | 000344139 |
| Licence ABN | 19141418555 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANDREW NEIL PRINCE | Aurum Planning Pty Ltd | Current | 2018-07-05 |
| MICHAEL JOHN WARD | Aurum Planning Pty Ltd | Current | 2018-05-24 |
| STUART GLENN FULTON | Aurum Planning Pty Ltd | Current | 2018-05-05 |
| BRENDAN DOWNES | Aurum Planning Pty Ltd | Current | 2010-02-23 |
| SIMON PHILLIPS | Aurum Planning Pty Ltd | Current | 2010-02-23 |
| GRAHAM PAUL WROTH | Aurum Planning Pty Ltd | Ceased | 2010-02-23 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANDREW NEIL PRINCE | Aurum Planning Pty Ltd | Current | 2018-07-05 |
| MICHAEL JOHN WARD | Aurum Planning Pty Ltd | Current | 2018-05-24 |
| STUART GLENN FULTON | Aurum Planning Pty Ltd | Current | 2018-05-05 |
| BRENDAN DOWNES | Aurum Planning Pty Ltd | Current | 2010-02-23 |
| SIMON PHILLIPS | Aurum Planning Pty Ltd | Current | 2010-02-23 |
| GRAHAM PAUL WROTH | Aurum Planning Pty Ltd | Ceased | 2010-02-23 |
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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.