MALCOLM RICKMAN BOYD (Adviser# 000266871) 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 2, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MALCOLM RICKMAN BOYD |
| Adviser Number | 000266871 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000449553 SWMG PTY LTD |
| Licence ABN | 86163987157 |
| Licence Controlled By | The Trustee for SPW Unit Trust |
| Adviser Start Date | 2017-12-02 |
| Appointing Representative Name | STEWARDSHIP PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 001260583 |
| Memberships |
Australia Institute of Company Directors SMSF Professionals' Association of Australia Limited |
|
| Qualification / Degree | Institute / School |
|---|---|
| B. Ed. (Maths) | Sydney University |
| Certificate IV in Finance & Mtg | Kaplan |
| F. Fin | Finsia |
| Grad. Dip. Applied Finance & Investment | Securities Institute |
| SSA Accreditation | SMSF Professionals' Association of Australia Limited |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000449553 |
SWMG PTY LTD
Licence controlled by: The Trustee for SPW Unit Trust |
2017-12-02 - | STEWARDSHIP PRIVATE WEALTH PTY LTD |
| 000449553 |
SWMG PTY LTD
Licence controlled by: The Trustee for SPW Unit Trust |
2016-07-02 - 2017-12-01 | THE TRUSTEE FOR SPW UNIT TRUST |
| 000449553 |
SWMG PTY LTD
Licence controlled by: The Trustee for SPW Unit Trust |
2014-05-22 - 2016-07-01 | STEWARDSHIP FINANCIAL PLANNING PTY LTD |
| 000224543 |
FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust |
2009-01-12 - 2014-05-21 | STEWARDSHIP FINANCIAL PLANNING PTY LTD |
| Licence Name | SWMG PTY LTD |
| Licence Number | 000449553 |
| Licence ABN | 86163987157 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SHANE PARKES ACKLEY | Swmg Pty Ltd | Current | 2017-12-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SHANE PARKES ACKLEY | Swmg Pty Ltd | Current | 2017-12-02 |
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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.