PAUL DAVID WALMSLEY (Adviser# 000460865) 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 March 21, 2018.
| Register Name | Financial Advisers |
| Adviser Name | PAUL DAVID WALMSLEY |
| Adviser Number | 000460865 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000238256 MATRIX PLANNING SOLUTIONS LIMITED |
| Licence ABN | 45087470200 |
| Licence Controlled By | CLEARVIEW WEALTH LIMITED |
| Adviser Start Date | 2018-03-21 |
| Appointing Representative Name | MATRIX PLANNING SOLUTIONS LIMITED |
| Appointing Representative Number | 000238256 |
| Appointing Representative ABN | 45087470200 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Finance and Mortgage Broking Management | Finance & Related Services Training Academy (FARSTA) |
| Diploma of Financial Planning | Kaplan Professional |
| Self managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238256 |
MATRIX PLANNING SOLUTIONS LIMITED
Licence controlled by: CLEARVIEW WEALTH LIMITED |
2018-03-21 - | MATRIX PLANNING SOLUTIONS LIMITED |
| 000278937 |
THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD Further restrictions: Authorisation Excludes Margin Lending and Credit but includes SMSF |
2016-06-09 - 2017-05-31 | THE ADVICE EXCHANGE PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2014-06-30 - 2016-06-06 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | MATRIX PLANNING SOLUTIONS LIMITED |
| Licence Number | 000238256 |
| Licence ABN | 45087470200 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TRENT RYAN BURROWS | Matrix Planning Solutions Limited | Current | 2018-08-14 |
| BENJAMIN CSIKOS | Matrix Planning Solutions Limited | Current | 2018-08-01 |
| JAMIE DANIEL PATERSON | Matrix Planning Solutions Limited | Current | 2018-07-19 |
| JAMES PHILLIP ARIS | Matrix Planning Solutions Limited | Current | 2018-05-04 |
| LLOYD HARRIS | Matrix Planning Solutions Limited | Current | 2018-04-18 |
| BRAD ISAAC | Matrix Planning Solutions Limited | Current | 2018-04-09 |
| HAYDEN WILLIAM WYATT | Matrix Planning Solutions Limited | Ceased | 2018-03-22 |
| CODY LUCAS | Matrix Planning Solutions Limited | Current | 2018-02-27 |
| MATTHEW ADAM NOTT | Matrix Planning Solutions Limited | Current | 2018-02-20 |
| PETER MULLIGAN | Matrix Planning Solutions Limited | Current | 2018-02-05 |
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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.