ANDREW MELLING


Licensee: MERITUM FINANCIAL GROUP PTY LTD

ANDREW MELLING (Adviser# 000297383) 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 September 30, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANDREW MELLING
Adviser Number 000297383
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000245569
MERITUM FINANCIAL GROUP PTY LTD
Licence ABN 93106888215
Licence Controlled By NATIONAL AUSTRALIA BANK LIMITED
NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
Adviser Start Date 2011-09-30
Appointing Representative Name NEXT GENERATION FINANCIAL PLANNING PTY. LTD.
Appointing Representative Number 000337433
Appointing Representative ABN 25133907463
Memberships Financial Planning Association of Australia (FPA)
Mortgage and Finance Association of Australia (MFAA)

Authorisations to provide financial product advice

  • ANDREW MELLING
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard
  • ·
  • Margin Lending Facility Non Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor Degree Commerce - University of Melbourne
CFP Certified Financial Planner - Securities Institute
Certificate Finance and Mortgage Broking - National Finance Institute
Diploma Financial Services - National Finance Institute
Graduate Diploma Financial Planning - Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000245569 MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2011-09-30 - NEXT GENERATION FINANCIAL PLANNING PTY. LTD.
000247105 SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2009-05-18 - 2013-03-06 ANDREW MELLING
000231247 PAUL MELLING & ASSOCIATES PTY. LIMITED 2005-01-17 - 2010-12-08 ANDREW MELLING

Licensee Information

Licence Name MERITUM FINANCIAL GROUP PTY LTD
Licence Number 000245569
Licence ABN 93106888215

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LINDSAY LAWRENCE HOSKING Meritum Financial Group Pty Ltd Current 2018-08-28
PETER CLIVE GRIGG Meritum Financial Group Pty Ltd Current 2018-08-28
SHANA POLICHRONOPOULOS Meritum Financial Group Pty Ltd Current 2018-07-06
DAVID PHOUTASACK SENGCHANSAVANG Meritum Financial Group Pty Ltd Current 2018-06-01
SHANE BLACK Meritum Financial Group Pty Ltd Current 2018-05-18
MARK ANTHONY CECIL Meritum Financial Group Pty Ltd Current 2018-05-01
MICHAEL YACOUB Meritum Financial Group Pty Ltd Current 2018-03-08
ELIZABETH JEAN HOVASAPIAN Meritum Financial Group Pty Ltd Current 2018-03-02
CELESTE ABELLA Meritum Financial Group Pty Ltd Current 2018-03-02
BRETT ANDREW HAYMES Meritum Financial Group Pty Ltd Current 2018-02-28

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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.