SIMON JAMES MCGUIRK (Adviser# 000346151) 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 23, 2017.
Register Name | Financial Advisers |
Adviser Name | SIMON JAMES MCGUIRK |
Adviser Number | 000346151 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2009 |
Financial Service (AFS) Licence |
Licence# 000482898 WEALTH MARKET PTY LTD |
Licence Controlled By | LOAN MARKET GROUP PTY LTD |
Adviser Start Date | 2017-02-23 |
Appointing Representative Name | WEALTH MARKET PTY LTD |
Appointing Representative Number | 000482898 |
Memberships |
Association of Financial Advisers (AFA) Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
ASX Listed Products Accreditation Course | LPAC Online |
Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
Cavendish & ICFS Specialist SMSF Course | The University of Adelaide |
Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
Margin Lending and Geared Investments | Kaplan Professional Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000482898 |
WEALTH MARKET PTY LTD
Licence controlled by: LOAN MARKET GROUP PTY LTD |
2017-02-23 - | WEALTH MARKET PTY LTD |
000324987 | CHOICE FINANCIAL ADVISORS PTY LTD | 2016-04-18 - 2017-01-16 | CHOICE FINANCIAL ADVISORS PTY LTD |
000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2013-06-26 - 2016-03-18 | SECURITOR FINANCIAL GROUP LTD |
000247839 |
PPS LIFESTYLE SOLUTIONS PTY LTD
Licence controlled by: AMP LIMITED |
2010-03-30 - 2013-05-17 |
Licence Name | WEALTH MARKET PTY LTD |
Licence Number | 000482898 |
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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.