MALCOLM CAMERON URQUHART


Licensee: URQUHART SEXTON FINANCIAL PLANNING PTY LTD

MALCOLM CAMERON URQUHART (Adviser# 000267020) 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 10, 2006.

Adviser Overview

Register Name Financial Advisers
Adviser Name MALCOLM CAMERON URQUHART
Adviser Number 000267020
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 45534912482
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000303051
URQUHART SEXTON FINANCIAL PLANNING PTY LTD
Licence ABN 95119848672
Adviser Start Date 2006-08-10
Appointing Representative Name URQUHART SEXTON FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000303051
Appointing Representative ABN 95119848672
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MALCOLM CAMERON URQUHART
  • ·
  • 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
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Certified Financial Planner Financial Planning Association
Diploma in Financial Planning Financial Planning Association
Securitor SMSF Adviser Education Program Financial Essentials

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000303051 URQUHART SEXTON FINANCIAL PLANNING PTY LTD 2006-08-10 - URQUHART SEXTON FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name URQUHART SEXTON FINANCIAL PLANNING PTY LTD
Licence Number 000303051
Licence ABN 95119848672

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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.