MURRAY WHELAN (Adviser# 001001243) 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 7, 2013.
| Register Name | Financial Advisers |
| Adviser Name | MURRAY WHELAN |
| Adviser Number | 001001243 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000436836 CLAN CAPITAL MANAGEMENT PTY LTD |
| Licence ABN | 48066792603 |
| Adviser Start Date | 2013-05-07 |
| Appointing Representative Name | CLAN CAPITAL MANAGEMENT PTY LTD |
| Appointing Representative Number | 000436836 |
| Appointing Representative ABN | 48066792603 |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Responsible Executive Exam | Kaplan Education |
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Education |
| Bachelor of Accounting | Flinders University |
| Diploma of Financial Services (Financial Planning) | Tribeca Learning |
| Self Managed Superannuation Funds Subject | Kaplan Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000436836 | CLAN CAPITAL MANAGEMENT PTY LTD | 2013-05-07 - | CLAN CAPITAL MANAGEMENT PTY LTD |
| 000240837 |
BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2006-08-17 - 2013-05-13 | MURRAY JAMES WHELAN |
| Licence Name | CLAN CAPITAL MANAGEMENT PTY LTD |
| Licence Number | 000436836 |
| Licence ABN | 48066792603 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SCOTT FORBES | Clan Capital Management Pty Ltd | Current | 2013-05-07 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SCOTT FORBES | Clan Capital Management Pty Ltd | Current | 2013-05-07 |
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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.