MARGARET RENNIE (Adviser# 000391158) 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 January 16, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MARGARET RENNIE |
| Adviser Number | 000391158 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000411766 MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD |
| Licence ABN | 76153168293 |
| Licence Controlled By |
MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] Marsh Mercer Holdings (Australia) Pty Ltd |
| Adviser Start Date | 2017-01-16 |
| Appointing Representative Name | MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD |
| Appointing Representative Number | 000411766 |
| Appointing Representative ABN | 76153168293 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Laws/Bachelor of Economics | Monash University |
| CFP | FPA |
| Graduate Diploma in Applied Finance and Investment | Securities Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000411766 |
MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd |
2017-01-16 - | MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD |
| 000230522 | IOOF LTD | 2013-07-01 - 2015-07-31 | |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2011-07-01 - 2013-03-31 | |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2010-12-06 - 2011-01-31 | MARGARET RENNIE |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2007-11-01 - 2010-11-30 | |
| 000230323 |
CONSULTUM FINANCIAL ADVISERS PTY LTD
Licence controlled by: IOOF HOLDINGS LTD |
2005-10-03 - 2007-01-16 | MARGARET MERLE RENNIE |
| 000230686 |
NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED |
1999-11-01 - 2005-06-30 |
| Licence Name | MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD |
| Licence Number | 000411766 |
| Licence ABN | 76153168293 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LIONEL IHEANACHO | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-08-06 |
| GINA SOMERS | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-08-06 |
| KURAL AKCAMCI | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-08-06 |
| CRAIG YOUNG | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-07-02 |
| KERRIE JANE SARGENT | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-07-02 |
| CHINTAN DESAI | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-06-12 |
| FRANK VARALLO | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-03-27 |
| CRAIG GEOFFREY WALKER | Mercer Financial Advice (australia) Pty Ltd | Ceased | 2018-01-18 |
| DANIEL JASON JAMES PAGE | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-01-08 |
| DIANA ANTONIOUS | Mercer Financial Advice (australia) Pty Ltd | Current | 2018-01-08 |
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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.