SIMON JAMES MCGUIRK


Licensee: WEALTH MARKET PTY LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • SIMON JAMES MCGUIRK
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name WEALTH MARKET PTY LTD
Licence Number 000482898

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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.