ANDREW MCPHERSON (Adviser# 000468321) 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 11, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ANDREW MCPHERSON |
| Adviser Number | 000468321 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000485683 MY DEDICATED ADVISORY PTY LTD |
| Adviser Start Date | 2016-07-11 |
| Appointing Representative Name | MY DEDICATED ADVISORY PTY LTD |
| Appointing Representative Number | 000485683 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor Degree | Commerce - Deakin University |
| CPA | CPA Australia |
| Certified Financial Planner | Financial Planning Association of Australia |
| SMSF Specialist Advisor | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000485683 | MY DEDICATED ADVISORY PTY LTD | 2016-07-11 - | MY DEDICATED ADVISORY PTY LTD |
| 000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2014-11-06 - 2016-07-11 | APOGEE FINANCIAL PLANNING LIMITED |
| Licence Name | MY DEDICATED ADVISORY PTY LTD |
| Licence Number | 000485683 |
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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.