BRENDAN STEWART MCALLISTER


Licensee: PRESTIGE WEALTH MANAGEMENT PTY LTD

BRENDAN STEWART MCALLISTER (Adviser# 000318424) 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 October 15, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name BRENDAN STEWART MCALLISTER
Adviser Number 000318424
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000478891
PRESTIGE WEALTH MANAGEMENT PTY LTD
Adviser Start Date 2015-10-15
Appointing Representative Name PRESTIGE WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000478891
Memberships Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • BRENDAN STEWART MCALLISTER
  • ·
  • 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
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Tribeca
Certified Financial Planner Financial Planning Association
Diploma of Financial Services (Financial Planning) ThreeSixty
Margin Lending Kaplan Professional Education
Masters of Business Administration in Accounting and Finance Griffith University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000478891 PRESTIGE WEALTH MANAGEMENT PTY LTD 2015-10-15 - PRESTIGE WEALTH MANAGEMENT PTY LTD
000237641 GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED
Further restrictions: Superannuation excludes SMSF Advice
2013-05-24 - 2015-10-07 GUARDIANFP LTD
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2007-10-10 - 2013-05-23

Licensee Information

Licence Name PRESTIGE WEALTH MANAGEMENT PTY LTD
Licence Number 000478891

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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.