ROBERT GRENFELL THOMAS (Adviser# 000283176) 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 11, 2017.
Register Name | Financial Advisers |
Adviser Name | ROBERT GRENFELL THOMAS |
Adviser Number | 000283176 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2001 |
Financial Service (AFS) Licence |
Licence# 000415452 CMH FINANCIAL GROUP PTY LTD |
Licence ABN | 39131729425 |
Adviser Start Date | 2017-12-11 |
Appointing Representative Name | CWP 2 PTY. LTD. |
Appointing Representative Number | 001243658 |
Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce | University of Melbourne |
CPA Program | CPA Australia |
Certified Financial Planner | Deakin University |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000415452 | CMH FINANCIAL GROUP PTY LTD | 2017-12-11 - | CWP 2 PTY. LTD. |
000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2012-07-13 - 2017-07-12 | SECURITOR FINANCIAL GROUP LTD |
000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2011-05-17 - 2012-07-12 | |
000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2007-02-27 - 2011-01-13 |
Licence Name | CMH FINANCIAL GROUP PTY LTD |
Licence Number | 000415452 |
Licence ABN | 39131729425 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
NITHIN MATHEW THOMAS | Cmh Financial Group Pty Ltd | Current | 2018-04-05 |
ANDREW GRINSELL | Cmh Financial Group Pty Ltd | Current | 2017-03-24 |
ANDREW GRINSELL | Cmh Financial Group Pty Ltd | Ceased | 2017-03-24 |
DAOUD DAVID EL KAZI | Cmh Financial Group Pty Ltd | Current | 2016-10-21 |
RAYMOND HIUNG MING KAN | Cmh Financial Group Pty Ltd | Ceased | 2016-06-17 |
NATALIE WEWER | Cmh Financial Group Pty Ltd | Current | 2014-10-31 |
DANIEL FREDERICK WHITE | Cmh Financial Group Pty Ltd | Current | 2012-05-02 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
NITHIN MATHEW THOMAS | Cmh Financial Group Pty Ltd | Current | 2018-04-05 |
ANDREW GRINSELL | Cmh Financial Group Pty Ltd | Current | 2017-03-24 |
ANDREW GRINSELL | Cmh Financial Group Pty Ltd | Ceased | 2017-03-24 |
DAOUD DAVID EL KAZI | Cmh Financial Group Pty Ltd | Current | 2016-10-21 |
RAYMOND HIUNG MING KAN | Cmh Financial Group Pty Ltd | Ceased | 2016-06-17 |
NATALIE WEWER | Cmh Financial Group Pty Ltd | Current | 2014-10-31 |
DANIEL FREDERICK WHITE | Cmh Financial Group Pty Ltd | Current | 2012-05-02 |
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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.