DAVID WILLIAM JOHN FORREST (Adviser# 000298317) 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 26, 2015.
| Register Name | Financial Advisers |
| Adviser Name | DAVID WILLIAM JOHN FORREST |
| Adviser Number | 000298317 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1992 |
| Financial Service (AFS) Licence |
Licence# 000334846 PWM ADVISOR SERVICES PTY LTD |
| Licence ABN | 16133921187 |
| Adviser Start Date | 2015-02-26 |
| Appointing Representative Name | PWM ADVISOR SERVICES PTY LTD |
| Appointing Representative Number | 000334846 |
| Appointing Representative ABN | 16133921187 |
| Memberships | CPA Australia (CPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | University of Adelaide |
| Certified Practising Accountant (CPA) | CPA Australia |
| Graduate Diploma in Applied Finance and Investment | Securities Institute of Australia |
| Masters Degree in Business Management (MBA)(Marketing & Finance Major) | Graduate School of Management - Adelaide University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000334846 | PWM ADVISOR SERVICES PTY LTD | 2015-02-26 - | PWM ADVISOR SERVICES PTY LTD |
| 000437133 | DULWICH GROUP SERVICES PTY LTD | 2013-06-01 - 2015-09-30 | DULWICH GROUP SERVICES PTY LTD |
| 000338020 | HENDERSONS FP PTY LTD | 2009-08-31 - 2013-12-31 | DAVID WILLIAM JOHN FORREST |
| 000238444 | TOLHURST PTY LTD | 2009-03-30 - 2009-10-26 | DAVID WILLIAM JOHN FORREST |
| Licence Name | PWM ADVISOR SERVICES PTY LTD |
| Licence Number | 000334846 |
| Licence ABN | 16133921187 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID SCOTT HARRISON | Pwm Advisor Services Pty Ltd | Current | 2018-02-13 |
| MATTHEW DANIEL ANDERSON | Pwm Advisor Services Pty Ltd | Current | 2012-06-01 |
| CHRISTOPHER JOHN LAUNER | Pwm Advisor Services Pty Ltd | Current | 2009-09-01 |
| MERRICK CHARLES SHIPP | Pwm Advisor Services Pty Ltd | Current | 2009-07-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID SCOTT HARRISON | Pwm Advisor Services Pty Ltd | Current | 2018-02-13 |
| MATTHEW DANIEL ANDERSON | Pwm Advisor Services Pty Ltd | Current | 2012-06-01 |
| CHRISTOPHER JOHN LAUNER | Pwm Advisor Services Pty Ltd | Current | 2009-09-01 |
| MERRICK CHARLES SHIPP | Pwm Advisor Services Pty Ltd | Current | 2009-07-01 |
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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.