DAVID JOHN SCOTT (Adviser# 000362868) 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 July 27, 2018.
Register Name | Financial Advisers |
Adviser Name | DAVID JOHN SCOTT |
Adviser Number | 000362868 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2010 |
Financial Service (AFS) Licence |
Licence# 000409361 MERIT WEALTH PTY LTD |
Licence ABN | 89125557002 |
Licence Controlled By | EASTON INVESTMENTS LIMITED |
Adviser Start Date | 2018-07-27 |
Appointing Representative Name | MERIT WEALTH PTY LTD |
Appointing Representative Number | 000409361 |
Appointing Representative ABN | 89125557002 |
Memberships | Institute of Chartered Accountants |
Further Restrictions | Financial Product advice is limited to SMSF - Product class advice on supernnuation |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Business | RMIT |
Diploma of Financial Services | IIT |
RG146 Self Managed Superannuation Funds | Financial Education Professionals |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000409361 |
MERIT WEALTH PTY LTD
Licence controlled by: EASTON INVESTMENTS LIMITED Further restrictions: Financial Product advice is limited to SMSF - Product class advice on supernnuation |
2018-07-27 - | MERIT WEALTH PTY LTD |
000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2016-08-23 - 2018-07-06 | DOVER FINANCIAL ADVISERS PTY LTD |
000234459 |
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED |
2011-06-22 - 2016-08-22 | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
000310487 | INSIGNIA PLATFORMS PTY LTD | 2010-06-21 - 2011-06-08 |
Licence Name | MERIT WEALTH PTY LTD |
Licence Number | 000409361 |
Licence ABN | 89125557002 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
CHARBEL CHIDIAC | Merit Wealth Pty Ltd | Current | 2018-08-21 |
KELSEY LAWRENCE | Merit Wealth Pty Ltd | Current | 2018-08-21 |
JUSTINE VORICH | Merit Wealth Pty Ltd | Current | 2018-08-21 |
NOELIA CUSTODIO PINTO | Merit Wealth Pty Ltd | Current | 2018-08-20 |
JOANNA KATE SCRIMA | Merit Wealth Pty Ltd | Current | 2018-08-09 |
JAMES BALL | Merit Wealth Pty Ltd | Current | 2018-08-06 |
ROHAN GEOFFREY GRIFFITHS | Merit Wealth Pty Ltd | Current | 2018-07-30 |
WASALA MUDIYANSELAGE CHARITHA PRASANN WASALA | Merit Wealth Pty Ltd | Current | 2018-07-30 |
LILIAN FISHER | Merit Wealth Pty Ltd | Current | 2018-07-27 |
SARAH PENELOPE DAVIE | Merit Wealth Pty Ltd | Current | 2018-07-27 |
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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.