MARC RAYMOND WHITWORTH


Licensee: MACQUARIE EQUITIES LIMITED

MARC RAYMOND WHITWORTH (Adviser# 000433748) 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 November 15, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARC RAYMOND WHITWORTH
Adviser Number 000433748
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000237504
MACQUARIE EQUITIES LIMITED
Licence ABN 41002574923
Licence Controlled By MACQUARIE GROUP LIMITED
Adviser Start Date 2017-11-15
Appointing Representative Name MACQUARIE EQUITIES LIMITED
Appointing Representative Number 000237504
Appointing Representative ABN 41002574923
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • MARC RAYMOND WHITWORTH
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237504 MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED
2017-11-15 - MACQUARIE EQUITIES LIMITED
000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Government Debentures, Stocks or Bonds: Class of product only; Securities: Class of product only; Superannuation: Not authorised to provide SMSF advice.
2017-09-08 - 2017-09-28 FINANCIAL SERVICES PARTNERS PTY LIMITED
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
2015-07-31 - 2017-09-07 CHARTER FINANCIAL PLANNING LIMITED
000232686 GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED
Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
2014-05-30 - 2015-06-23 GENESYS WEALTH ADVISERS LIMITED
000230560 QUADRANT SECURITIES PTY LTD 2013-01-29 - 2014-05-30

Licensee Information

Licence Name MACQUARIE EQUITIES LIMITED
Licence Number 000237504
Licence ABN 41002574923

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MIN YAN Macquarie Equities Limited Current 2018-08-27
WILLIAM VICTOR MOLONEY Macquarie Equities Limited Current 2018-07-20
KELLY ANNE DAWN COX Macquarie Equities Limited Current 2018-07-17
YIN WANG Macquarie Equities Limited Current 2018-07-13
NATHAN MICHAEL PERKS Macquarie Equities Limited Current 2018-07-10
NICOLA DEVEREUX YOUNGER Macquarie Equities Limited Current 2018-07-05
STUART MCINTOSH Macquarie Equities Limited Current 2018-06-25
DAVID GEOFFREY MELVILLE Macquarie Equities Limited Current 2018-06-15
MARTINA ANN LUCEY Macquarie Equities Limited Ceased 2018-05-29
RENEE CONDYLIS Macquarie Equities Limited Current 2018-05-04

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Dataset Information


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.