MARK MORCOS (Adviser# 000321224) 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 March 2, 2013.
| Register Name | Financial Advisers |
| Adviser Name | MARK MORCOS |
| Adviser Number | 000321224 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000432426 STAMFORD (WEALTH MANAGEMENT) PTY LTD |
| Licence ABN | 34160971602 |
| Adviser Start Date | 2013-03-02 |
| Appointing Representative Name | STAMFORD (WEALTH MANAGEMENT) PTY LTD |
| Appointing Representative Number | 000432426 |
| Appointing Representative ABN | 34160971602 |
| Memberships | SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor or Applied Finance | University of Western Sydney |
| Diploma of Financial Planning | Deakin University |
| SMSF Specialist Adviser | SMSF Professionals Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000432426 | STAMFORD (WEALTH MANAGEMENT) PTY LTD | 2013-03-02 - | STAMFORD (WEALTH MANAGEMENT) PTY LTD |
| 000309643 |
OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED |
2009-12-16 - 2013-03-28 | MARK MORCOS |
| 000309643 |
OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED |
2008-01-01 - 2009-12-16 | MARK MORCOS |
| Licence Name | STAMFORD (WEALTH MANAGEMENT) PTY LTD |
| Licence Number | 000432426 |
| Licence ABN | 34160971602 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RAHUL NARAYAN | Stamford (wealth Management) Pty Ltd | Current | 2017-11-10 |
| MICHAEL MORCOS | Stamford (wealth Management) Pty Ltd | Current | 2013-03-31 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RAHUL NARAYAN | Stamford (wealth Management) Pty Ltd | Current | 2017-11-10 |
| MICHAEL MORCOS | Stamford (wealth Management) Pty Ltd | Current | 2013-03-31 |
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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.