KYLE JONOTHAN PERRY MARSHALL (Adviser# 000342752) 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 6, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KYLE JONOTHAN PERRY MARSHALL |
| Adviser Number | 000342752 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000451289 MONEYSHERPA PTY LTD |
| Licence ABN | 32164927708 |
| Licence Controlled By | LIFESHERPA HOLDINGS PTY LTD |
| Adviser Start Date | 2018-02-06 |
| Appointing Representative Name | MONEYSHERPA PTY LTD |
| Appointing Representative Number | 000451289 |
| Appointing Representative ABN | 32164927708 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate IV in Financial Services (Finance/Mortgage Broking) | The National Finance Institute |
| Diploma of Finance and Mortgage Broking Management | AAMC Training Group |
| Diploma of Financial Services (Financial Planning) | International Institute of Technology (IIT) |
| RG 146 Tier 1 Specialist Self Managed Superannuation Funds Course | International Institute of Technology (IIT) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000451289 |
MONEYSHERPA PTY LTD
Licence controlled by: LIFESHERPA HOLDINGS PTY LTD |
2018-02-06 - | MONEYSHERPA PTY LTD |
| 000344762 | SENTINEL PRIVATE WEALTH PTY LTD | 2013-11-06 - 2018-02-01 | SENTINEL PRIVATE WEALTH PTY LTD |
| 000240938 |
THE FINANCIALLINK GROUP PTY LTD
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED |
2013-09-06 - 2013-11-05 | KYLE JONOTHAN PERRY MARSHALL |
| 000310487 | INSIGNIA PLATFORMS PTY LTD | 2012-11-29 - 2013-09-06 | KYLE JONOTHAN PERRY MARSHALL |
| 000340289 |
WEALTH TODAY PTY LTD
Licence controlled by: SPRING FG LIMITED |
2012-08-20 - 2012-11-23 | KYLE JONOTHAN PERRY MARSHALL |
| 000226403 | AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD | 2009-11-23 - 2012-08-08 | KYLE JONOTHAN PERRY MARSHALL |
| Licence Name | MONEYSHERPA PTY LTD |
| Licence Number | 000451289 |
| Licence ABN | 32164927708 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RIKKI LEONARD MASON | Moneysherpa Pty Ltd | Current | 2018-07-23 |
| CHRISTIAN HAMMERLE | Moneysherpa Pty Ltd | Current | 2018-02-06 |
| JAMES RAYMOND FREEMAN | Moneysherpa Pty Ltd | Current | 2017-11-10 |
| COLIN STUART TWIGGS | Moneysherpa Pty Ltd | Current | 2017-07-13 |
| HAIPENG XU | Moneysherpa Pty Ltd | Ceased | 2017-07-07 |
| REUBEN ALLAN HAINES | Moneysherpa Pty Ltd | Current | 2017-03-07 |
| CESAR FARFAN | Moneysherpa Pty Ltd | Ceased | 2015-03-30 |
| VINCE GERARD SCULLY | Moneysherpa Pty Ltd | Current | 2014-04-29 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RIKKI LEONARD MASON | Moneysherpa Pty Ltd | Current | 2018-07-23 |
| CHRISTIAN HAMMERLE | Moneysherpa Pty Ltd | Current | 2018-02-06 |
| JAMES RAYMOND FREEMAN | Moneysherpa Pty Ltd | Current | 2017-11-10 |
| COLIN STUART TWIGGS | Moneysherpa Pty Ltd | Current | 2017-07-13 |
| HAIPENG XU | Moneysherpa Pty Ltd | Ceased | 2017-07-07 |
| REUBEN ALLAN HAINES | Moneysherpa Pty Ltd | Current | 2017-03-07 |
| CESAR FARFAN | Moneysherpa Pty Ltd | Ceased | 2015-03-30 |
| VINCE GERARD SCULLY | Moneysherpa Pty Ltd | Current | 2014-04-29 |
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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.