JAMES POLWART-MATICH (Adviser# 000463249) 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 15, 2016.
| Register Name | Financial Advisers |
| Adviser Name | JAMES POLWART-MATICH |
| Adviser Number | 000463249 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000223610 MCA FINANCIAL PLANNERS PTY. LTD. |
| Licence ABN | 42101736305 |
| Adviser Start Date | 2016-07-15 |
| Appointing Representative Name | MCA FINANCIAL PLANNERS PTY. LTD. |
| Appointing Representative Number | 000223610 |
| Appointing Representative ABN | 42101736305 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Auckland |
| Diploma of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223610 | MCA FINANCIAL PLANNERS PTY. LTD. | 2016-07-15 - | MCA FINANCIAL PLANNERS PTY. LTD. |
| 000334400 |
SPECTRUM WEALTH ADVISERS PTY LTD
Licence controlled by: Freedom Insurance Group Pty Ltd Further restrictions: Full advice |
2015-11-27 - 2016-06-30 | SPECTRUM WEALTH ADVISERS PTY LTD |
| 000423717 |
ACN 143 933 644 PTY LTD
Licence controlled by: ACN 161 598 938 PTY LTD |
2015-07-13 - 2015-07-31 | IRIDIUM FINANCIAL PLANNING PTY LTD |
| 000243313 | SYNCHRONISED BUSINESS SERVICES PTY LTD | 2014-08-13 - 2015-07-13 | SYNCHRONISED BUSINESS SERVICES PTY LTD |
| Licence Name | MCA FINANCIAL PLANNERS PTY. LTD. |
| Licence Number | 000223610 |
| Licence ABN | 42101736305 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SAMUEL DAVID BALL | Mca Financial Planners Pty. Ltd. | Current | 2017-09-18 |
| JOSEPH ROZARIUS SILANAND MARTIS | Mca Financial Planners Pty. Ltd. | Current | 2017-05-10 |
| VIRINDAR ANDREW JOSEPH MARTIS | Mca Financial Planners Pty. Ltd. | Current | 2017-05-10 |
| SCOTT JAMES THORNTON | Mca Financial Planners Pty. Ltd. | Current | 2017-03-24 |
| ADAM BRUCE SELLARS | Mca Financial Planners Pty. Ltd. | Current | 2017-03-10 |
| LISA MCGREGOR | Mca Financial Planners Pty. Ltd. | Ceased | 2016-02-01 |
| DENIS EDWARD MULCAHY | Mca Financial Planners Pty. Ltd. | Ceased | 2015-11-20 |
| BRIAN MUHLEISEN | Mca Financial Planners Pty. Ltd. | Current | 2015-07-01 |
| GERARD MICHAEL WILKES | Mca Financial Planners Pty. Ltd. | Current | 2015-06-10 |
| SHANNON MAREE WILKES | Mca Financial Planners Pty. Ltd. | Current | 2015-06-10 |
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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.