MARCO MELLADO (Adviser# 000299957) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is July 31, 2014.
| Register Name | Financial Advisers |
| Adviser Name | MARCO MELLADO |
| Adviser Number | 000299957 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000456235 SOVEREIGN CAPITAL PTY LTD |
| Licence ABN | 44164127833 |
| Licence Controlled By |
BENNELONG WEALTH HOLDINGS PTY. LTD. [Date Ceased: 17/08/2018] WTF Management Pty Ltd ATF Sovereign Partners Trust |
| Adviser Start Date | 2014-07-31 |
| Adviser End Date | 2017-05-30 |
| Appointing Representative Name | SOVEREIGN CAPITAL PTY LTD |
| Appointing Representative Number | 000456235 |
| Appointing Representative ABN | 44164127833 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association of Australia Limited |
| Diploma of Financial Advising | Securities Institute of Australia |
| Margin Lending & Geared Investments | Kaplan Professional |
| Self-Managed Superannuation Funds | Adelaide University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000456235 |
SOVEREIGN CAPITAL PTY LTD
Licence controlled by: BENNELONG WEALTH HOLDINGS PTY. LTD. [Date Ceased: 17/08/2018] ~ WTF Management Pty Ltd ATF Sovereign Partners Trust |
2014-07-31 - 2017-05-30 | SOVEREIGN CAPITAL PTY LTD |
| 000233763 |
CARNBREA & CO. LTD.
Licence controlled by: BENNELONG WEALTH HOLDINGS PTY. LTD. [Date Ceased: 03/07/2018] ~ The Trustee for Carnbrea Securities Trust |
2008-08-15 - | CARNBREA & CO. LTD. |
| Licence Name | SOVEREIGN CAPITAL PTY LTD |
| Licence Number | 000456235 |
| Licence ABN | 44164127833 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRIS FORREST | Sovereign Capital Pty Ltd | Current | 2015-07-23 |
| JEFFREY WRIGHTSON | Sovereign Capital Pty Ltd | Current | 2015-07-23 |
| NINA KAZMIERCZAK | Sovereign Capital Pty Ltd | Current | 2015-07-23 |
| STEPHEN THAXTER | Sovereign Capital Pty Ltd | Current | 2015-07-23 |
| COLIN CAMPBELL | Sovereign Capital Pty Ltd | Ceased | 2014-07-31 |
| PAUL ANTHONY STONE | Sovereign Capital Pty Ltd | Ceased | 2014-07-31 |
| DANIEL STEVEN WOOD | Sovereign Capital Pty Ltd | Ceased | 2014-07-31 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRIS FORREST | Sovereign Capital Pty Ltd | Current | 2015-07-23 |
| JEFFREY WRIGHTSON | Sovereign Capital Pty Ltd | Current | 2015-07-23 |
| NINA KAZMIERCZAK | Sovereign Capital Pty Ltd | Current | 2015-07-23 |
| STEPHEN THAXTER | Sovereign Capital Pty Ltd | Current | 2015-07-23 |
| COLIN CAMPBELL | Sovereign Capital Pty Ltd | Ceased | 2014-07-31 |
| PAUL ANTHONY STONE | Sovereign Capital Pty Ltd | Ceased | 2014-07-31 |
| DANIEL STEVEN WOOD | Sovereign Capital Pty Ltd | Ceased | 2014-07-31 |
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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.