BERNARD CHARLES PERKINS


Licensee: MINCHIN MOORE PRIVATE WEALTH PTY LTD

BERNARD CHARLES PERKINS (Adviser# 000341896) 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 February 1, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name BERNARD CHARLES PERKINS
Adviser Number 000341896
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000480194
MINCHIN MOORE PRIVATE WEALTH PTY LTD
Adviser Start Date 2016-02-01
Appointing Representative Name MINCHIN MOORE PRIVATE WEALTH PTY LTD
Appointing Representative Number 000480194

Authorisations to provide financial product advice

  • BERNARD CHARLES PERKINS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Foreign Exchange
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business UTS
Diploma of Financial Services AFMA
Graduate Diploma of Applied Finance and Investment SIA
Superannuation Specialist Course Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000480194 MINCHIN MOORE PRIVATE WEALTH PTY LTD 2016-02-01 - MINCHIN MOORE PRIVATE WEALTH PTY LTD
000340658 PERKINS PORTFOLIO MANAGEMENT PTY LTD 2010-07-06 - 2016-06-01 PERKINS PORTFOLIO MANAGEMENT PTY LTD
000247360 MONEYLINK FINANCIAL PLANNING PTY. LIMITED 2009-10-16 - 2013-01-30 BERNARD CHARLES PERKINS

Licensee Information

Licence Name MINCHIN MOORE PRIVATE WEALTH PTY LTD
Licence Number 000480194

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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.