ROBERT BRUCE MACLEAN (Adviser# 000343037) 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 6, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT BRUCE MACLEAN |
| Adviser Number | 000343037 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000484737 PRIVATE WEALTH PARTNERS GROUP PTY LIMITED |
| Adviser Start Date | 2018-03-06 |
| Appointing Representative Name | PRIVATE WEALTH PARTNERS GROUP PTY LIMITED |
| Appointing Representative Number | 000484737 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Accredited Listed Products Adviser | Kaplan Professional Education |
| CFP | Certified Financial Planner - Financial Planning Association of Australia |
| Diploma of Financial Advising | Securities Institute of Australia |
| Self Managed Super Fund Specialist Adviser | SMSF Professionals' Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000484737 | PRIVATE WEALTH PARTNERS GROUP PTY LIMITED | 2018-03-06 - | PRIVATE WEALTH PARTNERS GROUP PTY LIMITED |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform |
2009-12-01 - 2018-03-01 | MAGNITUDE GROUP PTY LTD |
| Licence Name | PRIVATE WEALTH PARTNERS GROUP PTY LIMITED |
| Licence Number | 000484737 |
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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.