MATTHEW JAMES SMITH (Adviser# 000301211) 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 April 17, 2008.
Register Name | Financial Advisers |
Adviser Name | MATTHEW JAMES SMITH |
Adviser Number | 000301211 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2006 |
Financial Service (AFS) Licence |
Licence# 000322207 MKS WEALTH MANAGEMENT PTY LTD |
Licence ABN | 15129312661 |
Adviser Start Date | 2008-04-17 |
Appointing Representative Name | MKS WEALTH MANAGEMENT PTY LTD |
Appointing Representative Number | 000322207 |
Appointing Representative ABN | 15129312661 |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce (Accounting & Finance) | Monash University |
Graduate Diploma of Applied Investment & Finance | Securities Institute of Australia |
Graduate Diploma of Financial Planning | Financial Services Institute of Australia |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000322207 | MKS WEALTH MANAGEMENT PTY LTD | 2008-04-17 - | MKS WEALTH MANAGEMENT PTY LTD |
Licence Name | MKS WEALTH MANAGEMENT PTY LTD |
Licence Number | 000322207 |
Licence ABN | 15129312661 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
ALLAN HAROLD MEATES | Mks Wealth Management Pty Ltd | Current | 2008-04-17 |
DAVID LESLIE KOLLMORGEN | Mks Wealth Management Pty Ltd | Current | 2008-04-17 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
ALLAN HAROLD MEATES | Mks Wealth Management Pty Ltd | Current | 2008-04-17 |
DAVID LESLIE KOLLMORGEN | Mks Wealth Management Pty Ltd | Current | 2008-04-17 |
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.