SIMON MARK WOTHERSPOON (Adviser# 000355731) 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 May 10, 2010.
| Register Name | Financial Advisers |
| Adviser Name | SIMON MARK WOTHERSPOON |
| Adviser Number | 000355731 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000345282 WOTHERSPOON WEALTH PTY LTD |
| Licence ABN | 43129595115 |
| Adviser Start Date | 2010-05-10 |
| Appointing Representative Name | WOTHERSPOON WEALTH PTY LTD |
| Appointing Representative Number | 000345282 |
| Appointing Representative ABN | 43129595115 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Management | University of South Australia |
| Certified Financial Planner | Financial Planning Association of Australia |
| Graduate Certificate in Financial Planning | FINSIA |
| Graduate Diploma of Applied Finance | KAPLAN Professional |
| SMSF Specialist Advisor | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000345282 | WOTHERSPOON WEALTH PTY LTD | 2010-05-10 - | WOTHERSPOON WEALTH PTY LTD |
| 000238244 |
CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD |
2010-03-05 - 2010-05-01 |
| Licence Name | WOTHERSPOON WEALTH PTY LTD |
| Licence Number | 000345282 |
| Licence ABN | 43129595115 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LIN CAREY | Wotherspoon Wealth Pty Ltd | Current | 2018-04-06 |
| SCOTT LEIGH DAWSON | Wotherspoon Wealth Pty Ltd | Current | 2017-08-03 |
| SAMANTHA HARRISON | Wotherspoon Wealth Pty Ltd | Current | 2016-05-13 |
| LORRAINE ELIZABETH TYLER | Wotherspoon Wealth Pty Ltd | Ceased | 2015-02-23 |
| OLIVER TEMME | Wotherspoon Wealth Pty Ltd | Current | 2014-07-28 |
| JOHN ROBERT WOTHERSPOON | Wotherspoon Wealth Pty Ltd | Current | 2010-04-10 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LIN CAREY | Wotherspoon Wealth Pty Ltd | Current | 2018-04-06 |
| SCOTT LEIGH DAWSON | Wotherspoon Wealth Pty Ltd | Current | 2017-08-03 |
| SAMANTHA HARRISON | Wotherspoon Wealth Pty Ltd | Current | 2016-05-13 |
| LORRAINE ELIZABETH TYLER | Wotherspoon Wealth Pty Ltd | Ceased | 2015-02-23 |
| OLIVER TEMME | Wotherspoon Wealth Pty Ltd | Current | 2014-07-28 |
| JOHN ROBERT WOTHERSPOON | Wotherspoon Wealth Pty Ltd | Current | 2010-04-10 |
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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.