JOE WALSH (Adviser# 000321130) 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 24, 2018.
| Register Name | Financial Advisers |
| Adviser Name | JOE WALSH |
| Adviser Number | 000321130 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000340289 WEALTH TODAY PTY LTD |
| Licence ABN | 62133393263 |
| Licence Controlled By | SPRING FG LIMITED |
| Adviser Start Date | 2018-04-24 |
| Appointing Representative Name | B&M FINANCIAL GROUP PTY LTD |
| Appointing Representative Number | 001240024 |
| Appointing Representative ABN | 80164408244 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Chartered Accountants Australia and New Zealand (CA) NTAA - National Tax Agents Association NTAA - National Tax Agents Association SMSF Association SMSF Association |
| Further Restrictions | Same as Licensee excluding Margin Lending and Securities |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Qualification) | University of New England |
| Bachelor of Business (Qualification) | University of New England |
| Diploma of Financial Planning (Qualification) | Integrity Education Group |
| Diploma of Financial Planning (Qualification) | Integrity Education Group |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000340289 |
WEALTH TODAY PTY LTD
Licence controlled by: SPRING FG LIMITED Further restrictions: Same as Licensee excluding Margin Lending and Securities |
2018-04-24 - | B&M FINANCIAL GROUP PTY LTD |
| 000391655 |
SPRING FG WEALTH PTY LTD
Licence controlled by: SPRING FG LIMITED |
2017-10-26 - | SPRING FG WEALTH PTY LTD |
| 000322056 | AKAMBO PTY LTD | 2017-03-28 - 2017-09-22 | AKAMBO PTY LTD |
| 000234664 |
SMSF ADVICE PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2016-03-10 - 2017-03-15 | SMSF ADVICE PTY LIMITED |
| Licence Name | WEALTH TODAY PTY LTD |
| Licence Number | 000340289 |
| Licence ABN | 62133393263 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BRADLEY COCHRANE | Wealth Today Pty Ltd | Current | 2018-08-29 |
| DANIEL THOMPSON | Wealth Today Pty Ltd | Current | 2018-08-16 |
| JULIAN SHANE MUSGRAVE | Wealth Today Pty Ltd | Current | 2018-08-15 |
| PAUL MAGIATIS | Wealth Today Pty Ltd | Current | 2018-08-15 |
| BRIAN RODNEY CORNELL | Wealth Today Pty Ltd | Current | 2018-07-24 |
| JAMES PETER HENDERSON | Wealth Today Pty Ltd | Current | 2018-07-06 |
| MATTHEW PERRY | Wealth Today Pty Ltd | Current | 2018-07-06 |
| TRENT BURTON SAMPSON | Wealth Today Pty Ltd | Current | 2018-07-06 |
| ROSS WILLIAM LEDGER | Wealth Today Pty Ltd | Current | 2018-07-06 |
| BERNARD DOBSON | Wealth Today Pty Ltd | Current | 2018-07-06 |
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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.