LAURA RITA MENSCHIK (Adviser# 000473210) 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 1, 2005.
| Register Name | Financial Advisers |
| Adviser Name | LAURA RITA MENSCHIK |
| Adviser Number | 000473210 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1987 |
| Financial Service (AFS) Licence |
Licence# 000232512 WLM FINANCIAL SERVICES PTY LIMITED |
| Licence ABN | 82079145298 |
| Adviser Start Date | 2005-05-01 |
| Appointing Representative Name | WLM FINANCIAL SERVICES PTY LIMITED |
| Appointing Representative Number | 000232512 |
| Appointing Representative ABN | 82079145298 |
| Memberships |
Association of Real Return Investment Advisers Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Associate of Applied Science | University of New York |
| Certified Financial Planner | Financial Planning Association |
| Certified Investment and Financial Adviser (CIFA) | Australian Society of Investment & Advisers Ltd |
| Registered Tax Agent | Tax Practitioners Board |
| SMSF Specialist Advisor | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000232512 | WLM FINANCIAL SERVICES PTY LIMITED | 2005-05-01 - | WLM FINANCIAL SERVICES PTY LIMITED |
| Licence Name | WLM FINANCIAL SERVICES PTY LIMITED |
| Licence Number | 000232512 |
| Licence ABN | 82079145298 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STEPHEN BUHLMAN | Wlm Financial Services Pty Limited | Current | 2018-01-15 |
| MATTHEW WILLIAM MATCHETT WALKER | Wlm Financial Services Pty Limited | Current | 2005-05-01 |
| SEAN MICHAEL MCGOWAN | Wlm Financial Services Pty Limited | Current | 2005-05-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STEPHEN BUHLMAN | Wlm Financial Services Pty Limited | Current | 2018-01-15 |
| MATTHEW WILLIAM MATCHETT WALKER | Wlm Financial Services Pty Limited | Current | 2005-05-01 |
| SEAN MICHAEL MCGOWAN | Wlm Financial Services Pty Limited | Current | 2005-05-01 |
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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.