BRETT WILLIAM WHEATLEY (Adviser# 000265193) 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 9, 2011.
| Register Name | Financial Advisers |
| Adviser Name | BRETT WILLIAM WHEATLEY |
| Adviser Number | 000265193 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1985 |
| Financial Service (AFS) Licence |
Licence# 000407238 AMALGAMATED FINANCIAL SERVICES PTY LTD |
| Licence ABN | 42060673814 |
| Licence Controlled By | VIRTUE FAMILY TRUST |
| Adviser Start Date | 2011-08-09 |
| Appointing Representative Name | AMALGAMATED FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000407238 |
| Appointing Representative ABN | 42060673814 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| AFA National GenXt Roadshow 2015 | Association of Financial Advisers |
| Associate of the Australian Insurance Institute | The Australian Insurance Institute |
| Diploma of Financial Planning | Monarch Institute |
| Master of Management | University of Western Sydney |
| Super Masterclass | Centrepoint Alliance |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000407238 |
AMALGAMATED FINANCIAL SERVICES PTY LTD
Licence controlled by: VIRTUE FAMILY TRUST |
2011-08-09 - | AMALGAMATED FINANCIAL SERVICES PTY LTD |
| Licence Name | AMALGAMATED FINANCIAL SERVICES PTY LTD |
| Licence Number | 000407238 |
| Licence ABN | 42060673814 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANDREW JOHN KEAY | Amalgamated Financial Services Pty Ltd | Ceased | 2016-08-09 |
| DEBORAH LYKLES | Amalgamated Financial Services Pty Ltd | Current | 2015-06-25 |
| FIONA LEE GOODLAND | Amalgamated Financial Services Pty Ltd | Current | 2014-12-08 |
| MATTHEW SUTTON | Amalgamated Financial Services Pty Ltd | Current | 2012-02-01 |
| ANTHONY DAVID VIRTUE | Amalgamated Financial Services Pty Ltd | Current | 2012-02-01 |
| ARTHUR PRINGLE | Amalgamated Financial Services Pty Ltd | Ceased | 2012-02-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANDREW JOHN KEAY | Amalgamated Financial Services Pty Ltd | Ceased | 2016-08-09 |
| DEBORAH LYKLES | Amalgamated Financial Services Pty Ltd | Current | 2015-06-25 |
| FIONA LEE GOODLAND | Amalgamated Financial Services Pty Ltd | Current | 2014-12-08 |
| MATTHEW SUTTON | Amalgamated Financial Services Pty Ltd | Current | 2012-02-01 |
| ANTHONY DAVID VIRTUE | Amalgamated Financial Services Pty Ltd | Current | 2012-02-01 |
| ARTHUR PRINGLE | Amalgamated Financial Services Pty Ltd | Ceased | 2012-02-01 |
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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.