ANDREW IAN MCCRAE FERGUSON


Licensee: WEALTH PARTNERS HOLDINGS PTY LTD

ANDREW IAN MCCRAE FERGUSON (Adviser# 000458741) 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 May 2, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANDREW IAN MCCRAE FERGUSON
Adviser Number 000458741
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000501929
WEALTH PARTNERS HOLDINGS PTY LTD
Licence Controlled By Andrew Ian Mccrae FERGUSON
Adviser Start Date 2018-05-02
Appointing Representative Name WEALTH PARTNERS HOLDINGS PTY LTD
Appointing Representative Number 000501929
Further Restrictions Margin Lending

Authorisations to provide financial product advice

  • ANDREW IAN MCCRAE FERGUSON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Diploma of Financial Planning IIT
Self Managed Superannuation Funds International Institute of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000501929 WEALTH PARTNERS HOLDINGS PTY LTD
Licence controlled by: Andrew Ian Mccrae FERGUSON
Further restrictions: Margin Lending
2018-05-02 - WEALTH PARTNERS HOLDINGS PTY LTD
000236523 INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
Further restrictions: Direct Equities excludes direct equities advice; superannuation excludes SMSF
2015-11-02 - 2018-05-01 INFOCUS SECURITIES AUSTRALIA PTY LTD
000225982 AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE
Further restrictions: Not authorised to provide advice on SMSFs.
2014-05-30 - 2015-10-30 AUSTRALIAN PLANNING SERVICES PTY LTD

Licensee Information

Licence Name WEALTH PARTNERS HOLDINGS PTY LTD
Licence Number 000501929

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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.