GARY SPENCER (Adviser# 000435717) 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 25, 2016.
| Register Name | Financial Advisers |
| Adviser Name | GARY SPENCER |
| Adviser Number | 000435717 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| 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 | 2016-01-25 |
| Appointing Representative Name | THE TRUSTEE FOR NJJ FAMILY TRUST |
| Appointing Representative Number | 001238849 |
| Appointing Representative ABN | 90906709931 |
| Memberships |
CFP - Certified Financial Planner (FPA) Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | Murdoch University |
| Graduate Diploma of Applied Finance and Investment | Securities Institute |
| Margin Lending | Financial Essentials |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000224543 |
FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust |
2016-01-25 - | THE TRUSTEE FOR NJJ FAMILY TRUST |
| 000224543 |
FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust |
2016-01-21 - 2016-01-22 | SPENCER WEALTH ADVISERS PTY LTD |
| 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. |
2013-03-08 - 2016-01-20 | CHARTER FINANCIAL PLANNING LIMITED |
| 000336426 | SENTINEL WEALTH MANAGEMENT PTY LIMITED | 2011-07-01 - 2013-02-11 | |
| 000234656 |
IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
1999-01-08 - 2011-06-30 |
| 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.