DREW ALEXANDER MOWBRAY


Licensee: PROGRESSIVE WEALTH SERVICES PTY LTD

DREW ALEXANDER MOWBRAY (Adviser# 000308843) 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 August 13, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name DREW ALEXANDER MOWBRAY
Adviser Number 000308843
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000424605
PROGRESSIVE WEALTH SERVICES PTY LTD
Licence ABN 48156450234
Adviser Start Date 2012-08-13
Appointing Representative Name PROGRESSIVE WEALTH SERVICES PTY LTD
Appointing Representative Number 000424605
Appointing Representative ABN 48156450234

Authorisations to provide financial product advice

  • DREW ALEXANDER MOWBRAY
  • ·
  • 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
  • ·
  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan
Bachelor of Commerce Newcastle University
Certified Financial Planner Financial Planning Association
Diploma of Financial Planning Kaplan
SMSF Diploma IIT

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000424605 PROGRESSIVE WEALTH SERVICES PTY LTD 2012-08-13 - PROGRESSIVE WEALTH SERVICES PTY LTD
000235907 UNISUPER MANAGEMENT PTY. LTD.
Licence controlled by: UNISUPER LIMITED
2011-02-01 - 2012-08-12 DREW ALEXANDER MOWBRAY
000232514 INDUSTRY FUND SERVICES LIMITED
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD.
2008-10-30 - 2011-01-31 DREW ALEXANDER MOWBRAY

Licensee Information

Licence Name PROGRESSIVE WEALTH SERVICES PTY LTD
Licence Number 000424605
Licence ABN 48156450234

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
IAN MARK RODRIGUES Progressive Wealth Services Pty Ltd Ceased 2014-07-09
NATHAN SHOEMARK Progressive Wealth Services Pty Ltd Current 2013-05-01
KYNAN TRAVIS RASURA Progressive Wealth Services Pty Ltd Current 2013-01-24

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
IAN MARK RODRIGUES Progressive Wealth Services Pty Ltd Ceased 2014-07-09
NATHAN SHOEMARK Progressive Wealth Services Pty Ltd Current 2013-05-01
KYNAN TRAVIS RASURA Progressive Wealth Services Pty Ltd Current 2013-01-24

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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.