ANNIE ROSE MINEHAN (Adviser# 000453789) 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 July 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ANNIE ROSE MINEHAN |
| Adviser Number | 000453789 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000383131 NATIONAL FINANCIAL SERVICES PTY LTD |
| Licence Controlled By | Brendan MINEHAN |
| Adviser Start Date | 2018-07-02 |
| Appointing Representative Name | NATIONAL FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000383131 |
| Memberships | Mortgage & Finance Association of Australia (MFAA) |
| Further Restrictions | Excludes SMSF's |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate of Completion | Estate Planning - Kaplan Professional Education |
| Certificate of Completion | TASACLv1 Commercial Law - Kaplan Professional Education |
| Certificate of Completion | Taxation Fundamentals - Kaplan Professional Education |
| FNS50504 | Diploma of Financial Services (Finance/Mortgage Broking Management) - Intellitrain |
| FNS50804 | Diploma of Financial Services (Financial Planning) - Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000383131 |
NATIONAL FINANCIAL SERVICES PTY LTD
Licence controlled by: Brendan MINEHAN Further restrictions: Excludes SMSF's |
2018-07-02 - | NATIONAL FINANCIAL SERVICES PTY LTD |
| 000238256 |
MATRIX PLANNING SOLUTIONS LIMITED
Licence controlled by: CLEARVIEW WEALTH LIMITED Further restrictions: Excludes SMSF |
2014-02-19 - 2018-07-02 | MATRIX PLANNING SOLUTIONS LIMITED |
| Licence Name | NATIONAL FINANCIAL SERVICES PTY LTD |
| Licence Number | 000383131 |
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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.