ADAM CLARENCE MASSEY (Adviser# 000276723) 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 October 26, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ADAM CLARENCE MASSEY |
| Adviser Number | 000276723 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000234665 CHARTER FINANCIAL PLANNING LIMITED |
| Licence ABN | 35002976294 |
| Licence Controlled By |
AMP ADVICE HOLDINGS PTY LTD AMP LIMITED [Date Ceased: 27/02/2016] |
| Adviser Start Date | 2016-10-26 |
| Appointing Representative Name | CHARTER FINANCIAL PLANNING LIMITED |
| Appointing Representative Number | 000234665 |
| Appointing Representative ABN | 35002976294 |
| Memberships |
AFA - Association of Financial Advisers AICD - Australian Institute of Company Directors Financial Planner AFP (FPA) |
| Further Restrictions | One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | University of Queensland |
| Certificate IV in Finance and Mortgage Broking | Kaplan Professional |
| Diploma of Financial Planning | Financial Planning Association of Australia (FPA) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2016-10-26 - | CHARTER FINANCIAL PLANNING LIMITED |
| 000449221 |
ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] |
2015-11-02 - 2016-07-07 | FINANCIAL ADVICE MATTERS GROUP PTY LTD |
| 000300219 | M1-PLAN PTY LTD | 2015-05-06 - 2015-10-30 | M1-PLAN PTY LTD |
| 000247062 | RETIREWELL FINANCIAL PLANNING PTY. LTD. | 2014-03-13 - 2015-03-20 | ADAM CLARENCE MASSEY |
| 000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd |
2008-10-01 - 2013-12-02 | ADAM CLARENCE MASSEY |
| Licence Name | CHARTER FINANCIAL PLANNING LIMITED |
| Licence Number | 000234665 |
| Licence ABN | 35002976294 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RUSHAN MANOJ ATTYGALLA | Charter Financial Planning Limited | Current | 2018-08-31 |
| ANJALI DAS | Charter Financial Planning Limited | Current | 2018-08-31 |
| THI NHUNG NHI TRAN | Charter Financial Planning Limited | Current | 2018-08-30 |
| TAYLOR LEE WARD | Charter Financial Planning Limited | Current | 2018-08-09 |
| KEVIN JIN FAI LEE | Charter Financial Planning Limited | Current | 2018-08-01 |
| KRISTOFER JAMES JENKINS | Charter Financial Planning Limited | Current | 2018-08-01 |
| BIANCA CAITLYN DEZOTTI | Charter Financial Planning Limited | Current | 2018-07-23 |
| ANTHONY PAINO | Charter Financial Planning Limited | Current | 2018-07-23 |
| CAROLYN ROPER | Charter Financial Planning Limited | Current | 2018-07-18 |
| CARYN MICHELLE WILDE | Charter Financial Planning Limited | Current | 2018-07-13 |
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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.