MATHEW LUKE SPENCER (Adviser# 000343469) 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 January 16, 2016.
| Register Name | Financial Advisers |
| Adviser Name | MATHEW LUKE SPENCER |
| Adviser Number | 000343469 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| Financial Service (AFS) Licence |
Licence# 000481721 DIRECT MY WEALTH PTY LTD |
| Adviser Start Date | 2016-01-16 |
| Appointing Representative Name | DIRECT MY WEALTH PTY LTD |
| Appointing Representative Number | 000481721 |
| Memberships |
Association of Financial Advisers (AFA) Mortgage & Finance Association of Australia (MFAA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Pinnacle Financial Services Academy Pty Ltd |
| Diploma of Financial Services (Finance/Mortgage Broking Management) | Kaplan Professional |
| Diploma of Financial Services (Financial Planning) | Tribeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000481721 | DIRECT MY WEALTH PTY LTD | 2016-01-16 - | DIRECT MY WEALTH PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2009-12-15 - 2015-10-09 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | DIRECT MY WEALTH PTY LTD |
| Licence Number | 000481721 |
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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.