MARTIN BRUCE WHEELER (Adviser# 000470001) 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 5, 2016.
| Register Name | Financial Advisers |
| Adviser Name | MARTIN BRUCE WHEELER |
| Adviser Number | 000470001 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000233680 AXIS FINANCIAL GROUP PTY LTD |
| Licence ABN | 21092889579 |
| Adviser Start Date | 2016-07-05 |
| Appointing Representative Name | AXIS FINANCIAL GROUP PTY LTD |
| Appointing Representative Number | 000233680 |
| Appointing Representative ABN | 21092889579 |
| Memberships |
Fellow of Finsia (FINSIA) Financial Planning Association of Australia (FPA) Finsia - Financial Services Institute of Australia SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association of Australia |
| Graduate Diploma of Financial Planning | Securities Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000233680 | AXIS FINANCIAL GROUP PTY LTD | 2016-07-05 - | AXIS FINANCIAL GROUP 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. |
2014-12-09 - 2016-02-10 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000233671 | AMP LIFE LIMITED | 2007-08-01 - 2014-07-14 |
| Licence Name | AXIS FINANCIAL GROUP PTY LTD |
| Licence Number | 000233680 |
| Licence ABN | 21092889579 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOHN WILLIAM CURTIN | Axis Financial Group Pty Ltd | Ceased | 2015-05-25 |
| GRANT ANTHONY DAUBENY | Axis Financial Group Pty Ltd | Current | 2014-07-01 |
| ANDREW CONNORS | Axis Financial Group Pty Ltd | Ceased | 2013-04-01 |
| JOHN CROWTHER MASKEW | Axis Financial Group Pty Ltd | Current | 2012-10-12 |
| MICHAEL STEPHEN JAGIELLO | Axis Financial Group Pty Ltd | Current | 2012-10-10 |
| ROBERT MICHAEL GANDER | Axis Financial Group Pty Ltd | Ceased | 2010-07-01 |
| JOHN HARTUS | Axis Financial Group Pty Ltd | Current | 2009-09-22 |
| RICHARD MALCOLM MATSINGER | Axis Financial Group Pty Ltd | Current | 2003-09-04 |
| HENRY BURKE | Axis Financial Group Pty Ltd | Current | 2003-09-04 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOHN WILLIAM CURTIN | Axis Financial Group Pty Ltd | Ceased | 2015-05-25 |
| GRANT ANTHONY DAUBENY | Axis Financial Group Pty Ltd | Current | 2014-07-01 |
| ANDREW CONNORS | Axis Financial Group Pty Ltd | Ceased | 2013-04-01 |
| JOHN CROWTHER MASKEW | Axis Financial Group Pty Ltd | Current | 2012-10-12 |
| MICHAEL STEPHEN JAGIELLO | Axis Financial Group Pty Ltd | Current | 2012-10-10 |
| ROBERT MICHAEL GANDER | Axis Financial Group Pty Ltd | Ceased | 2010-07-01 |
| JOHN HARTUS | Axis Financial Group Pty Ltd | Current | 2009-09-22 |
| RICHARD MALCOLM MATSINGER | Axis Financial Group Pty Ltd | Current | 2003-09-04 |
| HENRY BURKE | Axis Financial Group Pty Ltd | Current | 2003-09-04 |
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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.