DAVID JOHN MARLER


Licensee: MINETT & PARTNERS SERVICES PTY. LIMITED

DAVID JOHN MARLER (Adviser# 001000166) 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 November 7, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID JOHN MARLER
Adviser Number 001000166
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000449149
MINETT & PARTNERS SERVICES PTY. LIMITED
Licence ABN 31003937746
Adviser Start Date 2014-11-07
Appointing Representative Name MINETT & PARTNERS SERVICES PTY. LIMITED
Appointing Representative Number 000449149
Appointing Representative ABN 31003937746
Memberships Chartered Accountants Australia and New Zealand (CA)
Registered SMSF Specialist Auditor
Tax Agent
Tax Institute of Australia

Authorisations to provide financial product advice

  • DAVID JOHN MARLER
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Accountants SuperPackage Kaplan
B Commerce University of Western Sydney
Certificate Public Practice Chartered Accountants Australia and New Zealand
SMSF Specialist Auditor ASIC

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000449149 MINETT & PARTNERS SERVICES PTY. LIMITED 2014-11-07 - MINETT & PARTNERS SERVICES PTY. LIMITED
000449149 MINETT & PARTNERS SERVICES PTY. LIMITED 2014-11-06 - 2015-03-16

Licensee Information

Licence Name MINETT & PARTNERS SERVICES PTY. LIMITED
Licence Number 000449149
Licence ABN 31003937746

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ROSS MURRAY JENKIN Minett & Partners Services Pty. Limited Current 2014-11-07
KAREN CHIM Minett & Partners Services Pty. Limited Current 2014-11-07

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ROSS MURRAY JENKIN Minett & Partners Services Pty. Limited Current 2014-11-07
KAREN CHIM Minett & Partners Services Pty. Limited Current 2014-11-07

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information


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.