DANIEL WILLIAM O'CONNELL (Adviser# 000437716) 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 September 2, 2009.
| Register Name | Financial Advisers |
| Adviser Name | DANIEL WILLIAM O'CONNELL |
| Adviser Number | 000437716 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 16271422106 |
| Adviser First Advice Year | 1993 |
| Financial Service (AFS) Licence |
Licence# 000312489 MW PLANNING PTY LTD |
| Licence ABN | 18117913550 |
| Adviser Start Date | 2009-09-02 |
| Appointing Representative Name | MW PLANNING PTY LTD |
| Appointing Representative Number | 000312489 |
| Appointing Representative ABN | 18117913550 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | FPA |
| Diploma of Accounting | Deakin University |
| Diploma of Financial Planning | Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000312489 | MW PLANNING PTY LTD | 2009-09-02 - | MW PLANNING PTY LTD |
| Licence Name | MW PLANNING PTY LTD |
| Licence Number | 000312489 |
| Licence ABN | 18117913550 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL TOSIN | Mw Planning Pty Ltd | Current | 2017-09-25 |
| NICHOLAS MAIKOUSIS | Mw Planning Pty Ltd | Current | 2017-08-04 |
| FERGUS JONES | Mw Planning Pty Ltd | Current | 2010-01-20 |
| LOUIS WEINGARTEN | Mw Planning Pty Ltd | Current | 2007-10-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL TOSIN | Mw Planning Pty Ltd | Current | 2017-09-25 |
| NICHOLAS MAIKOUSIS | Mw Planning Pty Ltd | Current | 2017-08-04 |
| FERGUS JONES | Mw Planning Pty Ltd | Current | 2010-01-20 |
| LOUIS WEINGARTEN | Mw Planning Pty Ltd | Current | 2007-10-01 |
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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.