DAVID SCOTT MACKAY (Adviser# 000316978) 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 May 15, 2018.
Register Name | Financial Advisers |
Adviser Name | DAVID SCOTT MACKAY |
Adviser Number | 000316978 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2007 |
Financial Service (AFS) Licence |
Licence# 000460940 KINGS ROAD GROUP PTY LIMITED |
Licence ABN | 75165392889 |
Adviser Start Date | 2018-05-15 |
Appointing Representative Name | KINGS ROAD WEALTH MANAGEMENT PTY LIMITED |
Appointing Representative Number | 000428987 |
Appointing Representative ABN | 72160264237 |
Memberships | Association of Financial Advisers (AFA) |
|
Qualification / Degree | Institute / School |
---|---|
Advanced Diploma of Financial Planning | Kaplan Professional |
Certificate IV in Finance and Mortgage Broking | Kaplan Professional |
Diploma of Financial Planning | Kaplan Professional |
Margin Lending and Geared Investments | Kaplan Professional |
Self Managed Superannuation Funds | Kaplan Professional |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000460940 | KINGS ROAD GROUP PTY LIMITED | 2018-05-15 - | KINGS ROAD WEALTH MANAGEMENT PTY LIMITED |
000223135 |
CAPSTONE FINANCIAL PLANNING PTY LTD
Further restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities. |
2016-11-07 - 2018-05-14 | FULL FINANCIAL PLANNING AUSTRALIA PTY LTD |
000287619 | AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD | 2012-09-03 - 2016-10-01 | AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD |
000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2011-01-01 - 2012-08-30 | |
000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2010-03-01 - 2010-12-31 | DAVID SCOTT MACKAY |
000240997 | ST.GEORGE BANK LIMITED | 2007-08-27 - 2010-03-01 | DAVID SCOTT MACKAY |
Licence Name | KINGS ROAD GROUP PTY LIMITED |
Licence Number | 000460940 |
Licence ABN | 75165392889 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
LACHLAN MCKNIGHT WHITEHEAD KEMPTON | Kings Road Group Pty Limited | Current | 2018-06-14 |
ANASS ABDALLA | Kings Road Group Pty Limited | Current | 2018-05-23 |
MICHAEL ROBERT BIRNIE | Kings Road Group Pty Limited | Current | 2018-05-23 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
LACHLAN MCKNIGHT WHITEHEAD KEMPTON | Kings Road Group Pty Limited | Current | 2018-06-14 |
ANASS ABDALLA | Kings Road Group Pty Limited | Current | 2018-05-23 |
MICHAEL ROBERT BIRNIE | Kings Road Group Pty Limited | Current | 2018-05-23 |
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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.