NOELIA CUSTODIO PINTO (Adviser# 000418519) 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 20, 2018.
Register Name | Financial Advisers |
Adviser Name | NOELIA CUSTODIO PINTO |
Adviser Number | 000418519 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2012 |
Financial Service (AFS) Licence |
Licence# 000409361 MERIT WEALTH PTY LTD |
Licence ABN | 89125557002 |
Licence Controlled By | EASTON INVESTMENTS LIMITED |
Adviser Start Date | 2018-08-20 |
Appointing Representative Name | MERIT WEALTH PTY LTD |
Appointing Representative Number | 000409361 |
Appointing Representative ABN | 89125557002 |
Memberships |
Financial Planning Association of Australia (FPA) Institute of Chartered Accountants SMSF Association Tax Practitioners' Board |
Further Restrictions | Financial Product Advice is limited to SMSF - Product class advice is limited to SMSF - Product class advice on superannuation |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce | ANU |
Diploma of Financial Services | PS146 Training Aust |
Graduate Diploma in Company Secretarial Practice | Chartered Secretaries Australia |
SMSF Specialist Adviser | SMSF Association |
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 is limited to SMSF - Product class advice on superannuation |
2018-08-20 - | MERIT WEALTH PTY LTD |
000409424 |
ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence controlled by: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD [Date Ceased: 03/11/2017] ~ Aura Group Holdings Pte. Ltd |
2017-12-11 - 2018-07-27 | ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD |
000430062 |
SMSF ADVISERS NETWORK PTY LTD
Licence controlled by: NATIONAL TAX & ACCOUNTANTS' ASSOCIATION LIMITED |
2016-07-01 - 2017-12-08 | SMSF ADVISERS NETWORK PTY LTD |
000234459 |
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED |
2012-03-07 - 2015-07-31 | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
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 |
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 |
DAVID JOHN SCOTT | Merit Wealth Pty Ltd | Current | 2018-07-27 |
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.