SHAUN GORT (Adviser# 001001314) 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 1, 2015.
| Register Name | Financial Advisers |
| Adviser Name | SHAUN GORT |
| Adviser Number | 001001314 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000473383 MTIS PRIVATE WEALTH PTY LTD |
| Adviser Start Date | 2015-07-01 |
| Appointing Representative Name | MTIS PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000473383 |
| Memberships |
Association of Financial Advisers (AFA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Lister Product Adviser | Kaplan |
| Bachelor of Business | Victoria University |
| Certificate IV in Finance and Mortgage Broking | Kaplan |
| SMSF Specialist Adviser | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000473383 | MTIS PRIVATE WEALTH PTY LTD | 2015-07-01 - | MTIS PRIVATE WEALTH PTY LTD |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD Further restrictions: restricted from giving advice in Self Managed Superannuation Funds |
2015-03-25 - 2015-06-26 | CITADEL WEALTH SOLUTIONS PTY. LTD. |
| Licence Name | MTIS PRIVATE WEALTH PTY LTD |
| Licence Number | 000473383 |
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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.