KYM MORTON MARRIOTT (Adviser# 000295846) 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 June 26, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KYM MORTON MARRIOTT |
| Adviser Number | 000295846 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1987 |
| Financial Service (AFS) Licence |
Licence# 000475064 TOTAL ADVICE SOLUTIONS PTY LTD |
| Adviser Start Date | 2018-06-26 |
| Appointing Representative Name | TOTAL ADVICE SOLUTIONS PTY LTD |
| Appointing Representative Number | 000475064 |
| Memberships |
Association of Independently Owned Financial Professionals (AIOFP) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Batchelor of Business | Monash University |
| Diploma of Financial Planning | Monash University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000475064 | TOTAL ADVICE SOLUTIONS PTY LTD | 2018-06-26 - | TOTAL ADVICE SOLUTIONS PTY LTD |
| 000293050 | LIFE BALANCE FINANCIAL PROFESSIONALS PTY. LTD. | 2013-07-01 - 2018-08-30 | LIFE BALANCE FINANCIAL PROFESSIONALS PTY. LTD. |
| 000223260 | AYLESBURY FINANCIAL GROUP PTY LTD | 2001-10-01 - 2005-11-15 | KYM MORTON MARRIOTT |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
1997-07-01 - 2001-09-30 | KYM MORTON MARRIOTT |
| Licence Name | TOTAL ADVICE SOLUTIONS PTY LTD |
| Licence Number | 000475064 |
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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.