DAVID ROBERT JOHN MCCARTHY (Adviser# 000468500) 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, 2017.
| Register Name | Financial Advisers |
| Adviser Name | DAVID ROBERT JOHN MCCARTHY |
| Adviser Number | 000468500 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000427925 BEDBROOK PARTNERS PTY LTD |
| Licence ABN | 63160099847 |
| Adviser Start Date | 2017-05-02 |
| Appointing Representative Name | KUNDIP FAMILY TRUST & MCCARTHY FAMILY TRUST & OLDFIELD FAMILY TRUST |
| Appointing Representative Number | 001254412 |
| Appointing Representative ABN | 15012234062 |
| Memberships |
AAAC (WA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Agri Business | Curtin University |
| Graduate Certificate of Applied Finance | Kaplan Higher Education |
| Graduate Diploma of Financial Planning | Kaplan Higher Education |
| Masters of Financial Planning | Kaplan Higher Education |
| Self-Managed Super Fund Program | Kaplan Higher Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000427925 | BEDBROOK PARTNERS PTY LTD | 2017-05-02 - | KUNDIP FAMILY TRUST & MCCARTHY FAMILY TRUST & OLDFIELD FAMILY TRUST |
| 000427925 | BEDBROOK PARTNERS PTY LTD | 2014-11-11 - 2017-05-01 | BEDBROOK FINANCIAL SERVICES PTY LTD |
| Licence Name | BEDBROOK PARTNERS PTY LTD |
| Licence Number | 000427925 |
| Licence ABN | 63160099847 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SIMON GEORGE BEDBROOK | Bedbrook Partners Pty Ltd | Current | 2017-05-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SIMON GEORGE BEDBROOK | Bedbrook Partners Pty Ltd | Current | 2017-05-02 |
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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.