MATTHEW JAMES LAIRD (Adviser# 000383938) 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 August 9, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MATTHEW JAMES LAIRD |
| Adviser Number | 000383938 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000224543 FYG PLANNERS PTY LTD |
| Licence ABN | 55094972540 |
| Licence Controlled By | The Trustee for Mancell Family Trust |
| Adviser Start Date | 2017-08-09 |
| Appointing Representative Name | JIGSAW FINANCIAL PLANNING PTY LIMITED |
| Appointing Representative Number | 000402628 |
| Appointing Representative ABN | 23144522056 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning( (FNS60404) | Tribeca |
| Bachelor of Commerce (Management) | University of Western Sydney |
| Certified Financial Planner | Financial Planning Association of Australia |
| Master of Financial Planning | University of the Sunshine Coast |
| SMSF Specialist Advisor (SSA) Accreditation | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000224543 |
FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust |
2017-08-09 - | JIGSAW FINANCIAL PLANNING PTY LIMITED |
| 000224543 |
FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust |
2015-07-01 - 2017-08-08 | FYG PLANNERS PTY LTD |
| 000224543 |
FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust |
2011-03-31 - 2015-06-30 | JIGSAW FINANCIAL PLANNING PTY LIMITED |
| 000224543 |
FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust |
2010-09-27 - 2011-03-31 | MATTHEW JAMES LAIRD |
| 000225590 | GUILD SUPERANNUATION SERVICES LIMITED | 2005-05-18 - 2010-08-27 |
| Licence Name | FYG PLANNERS PTY LTD |
| Licence Number | 000224543 |
| Licence ABN | 55094972540 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GENENE MAREE WILSON | Fyg Planners Pty Ltd | Current | 2018-08-27 |
| MARK JEREMY BALDWIN | Fyg Planners Pty Ltd | Current | 2018-07-02 |
| ALEXANDER CHARLES REED | Fyg Planners Pty Ltd | Current | 2018-07-01 |
| MERVIN CHARLES REED | Fyg Planners Pty Ltd | Current | 2018-06-29 |
| GAVIN JOHN CHAPPLE | Fyg Planners Pty Ltd | Current | 2018-06-25 |
| DAVID JOHN GARRICK | Fyg Planners Pty Ltd | Current | 2018-06-25 |
| AMANDA MELLOR | Fyg Planners Pty Ltd | Current | 2018-06-05 |
| LISA MAREE RUDDICK | Fyg Planners Pty Ltd | Current | 2018-05-01 |
| CHRISTIE BRITTEN | Fyg Planners Pty Ltd | Current | 2018-04-23 |
| MICHAEL ANDREW JONES | Fyg Planners Pty Ltd | Current | 2018-02-01 |
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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.