ANDREW KIRKCALDIE (Adviser# 000283896) 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 February 20, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ANDREW KIRKCALDIE |
| Adviser Number | 000283896 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000412816 ROBERTS BRIDGES PTY LTD |
| Licence ABN | 36131545536 |
| Adviser Start Date | 2017-02-20 |
| Appointing Representative Name | INTEGRITY FINANCIAL MANAGEMENT PTY. LTD. |
| Appointing Representative Number | 001237239 |
| Appointing Representative ABN | 57608512090 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| 928 Margin Lending | Knowledge and Skills - Kaplan |
| Advanced Diploma of Financial Planning | Kaplan |
| Diploma of Financial Planning | Kaplan |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000412816 | ROBERTS BRIDGES PTY LTD | 2017-02-20 - | INTEGRITY FINANCIAL MANAGEMENT PTY. LTD. |
| 000345905 | MYPLANNER AUSTRALIA PTY LTD | 2016-08-02 - 2017-02-20 | MYPLANNER AUSTRALIA PTY LTD |
| 000225216 |
HNW PLANNING PTY LTD
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED |
2015-11-13 - 2016-08-01 | HNW PLANNING PTY LTD |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-03-01 - 2015-11-13 | WEALTHSURE FINANCIAL SERVICES PTY LTD |
| 000238030 | WEALTHSURE PTY LTD | 2014-06-25 - 2015-02-28 | THIEL PARTNERS WEALTH MANAGERS PTY LTD |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2012-10-08 - 2014-06-21 | |
| 000258853 |
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Licence controlled by: Mayfair Limited |
2011-06-04 - 2012-10-07 |
| Licence Name | ROBERTS BRIDGES PTY LTD |
| Licence Number | 000412816 |
| Licence ABN | 36131545536 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SUSAN ELIZABETH BRYANT | Roberts Bridges Pty Ltd | Current | 2016-07-01 |
| SHANE ROBERT HAYES | Roberts Bridges Pty Ltd | Current | 2016-06-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SUSAN ELIZABETH BRYANT | Roberts Bridges Pty Ltd | Current | 2016-07-01 |
| SHANE ROBERT HAYES | Roberts Bridges Pty Ltd | Current | 2016-06-01 |
Please comment or provide details below to improve the information on .
| 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.