MICHAEL DAVIE (Adviser# 000443519) 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 15, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MICHAEL DAVIE |
| Adviser Number | 000443519 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000436357 WATERSHED DEALER SERVICES PTY LTD |
| Licence ABN | 29162693272 |
| Licence Controlled By | RNB GROUP PTY LTD |
| Adviser Start Date | 2018-01-15 |
| Appointing Representative Name | KUDA WEALTH PTY LTD |
| Appointing Representative Number | 001261193 |
| Appointing Representative ABN | 62622602046 |
| Memberships | SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Estate Planning Strategist | FPA |
| Advanced Diploma of Financial Services (Financial Planning) | Tribeca |
| Certified Financial Planner | FPA |
| Life Risk Specialist | FPA |
| SMSF Specialist Advisor | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000436357 |
WATERSHED DEALER SERVICES PTY LTD
Licence controlled by: RNB GROUP PTY LTD |
2018-01-15 - | KUDA WEALTH 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. |
2013-08-08 - 2017-10-16 | CHARTER FINANCIAL PLANNING LIMITED |
| Licence Name | WATERSHED DEALER SERVICES PTY LTD |
| Licence Number | 000436357 |
| Licence ABN | 29162693272 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SIMON EDWARD BRIDGLAND | Watershed Dealer Services Pty Ltd | Current | 2018-08-14 |
| LUKE LARETIVE | Watershed Dealer Services Pty Ltd | Current | 2017-09-21 |
| VICTORIA SCHEPISI | Watershed Dealer Services Pty Ltd | Current | 2017-09-15 |
| THOMAS MICHAEL DELANEY | Watershed Dealer Services Pty Ltd | Current | 2016-07-01 |
| SARA MAREE NICHOLLS | Watershed Dealer Services Pty Ltd | Current | 2015-05-12 |
| BEN BOWEN | Watershed Dealer Services Pty Ltd | Current | 2015-05-12 |
| FREDERICK JOHANNES STRAUSS | Watershed Dealer Services Pty Ltd | Current | 2015-05-12 |
| STEVEN ROWLEY | Watershed Dealer Services Pty Ltd | Current | 2015-05-12 |
| STEVEN ROWLEY | Watershed Dealer Services Pty Ltd | Current | 2015-05-12 |
| DIANNE MARIE RUTHERFORD | Watershed Dealer Services Pty Ltd | Ceased | 2015-05-12 |
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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.