MICHELLE ELIZABETH SUMMERS


Licensee: MADISON FINANCIAL GROUP PTY LTD

MICHELLE ELIZABETH SUMMERS (Adviser# 000264195) 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 August 7, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MICHELLE ELIZABETH SUMMERS
Adviser Number 000264195
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1996
Financial Service (AFS) Licence Licence# 000246679
MADISON FINANCIAL GROUP PTY LTD
Licence ABN 36002459001
Licence Controlled By PHAROS FINANCIAL GROUP PTY LTD [Date Ceased: 08/06/2018]
SARGON CAPITAL PTY LTD
Adviser Start Date 2018-08-07
Appointing Representative Name MADISON FINANCIAL GROUP PTY LTD
Appointing Representative Number 000246679
Appointing Representative ABN 36002459001
Memberships Financial Planning Association of Australia (FPA)
SMSF Association

Authorisations to provide financial product advice

  • MICHELLE ELIZABETH SUMMERS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation
  • ·
  • All Securities

Qualifications and training history

Qualification / Degree Institute / School
Certified Financial Planner Financial Planning Association of Australia
Diploma of Financial Planning Deakin University
Masters of Financial Planning University of Sunshine Coast
SMSF Specialist Advisor (SSA) SMSF Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246679 MADISON FINANCIAL GROUP PTY LTD
Licence controlled by: PHAROS FINANCIAL GROUP PTY LTD [Date Ceased: 08/06/2018] ~ SARGON CAPITAL PTY LTD
2018-08-07 - MADISON FINANCIAL GROUP PTY LTD
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2012-04-13 - 2018-08-03 SECURITOR FINANCIAL GROUP LTD
000225590 GUILD SUPERANNUATION SERVICES LIMITED 2010-09-09 - 2012-04-05

Licensee Information

Licence Name MADISON FINANCIAL GROUP PTY LTD
Licence Number 000246679
Licence ABN 36002459001

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MATHEW BARR Madison Financial Group Pty Ltd Current 2018-08-10
STEPHEN RAKESH VIGH Madison Financial Group Pty Ltd Current 2018-08-08
NAOMI CHARMAINE ALLETSON Madison Financial Group Pty Ltd Current 2018-06-30
ERIN KATHLEEN WRIGHT Madison Financial Group Pty Ltd Current 2018-06-30
KIM BAXTER Madison Financial Group Pty Ltd Current 2018-06-27
ANDREW HARRIS Madison Financial Group Pty Ltd Current 2018-06-26
BRETT KELLY Madison Financial Group Pty Ltd Current 2018-02-12
SHANE MICHAEL HAY Madison Financial Group Pty Ltd Current 2018-02-12
JOHN ERNST RUSSELL Madison Financial Group Pty Ltd Current 2018-02-06
BROOKE HEPBURN-ROGERS Madison Financial Group Pty Ltd Current 2018-02-05

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Dataset Information


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.