MELINDA HULLS


Licensee: EQUITY TRUSTEES WEALTH SERVICES LIMITED

MELINDA HULLS (Adviser# 001001388) 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 October 15, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name MELINDA HULLS
Adviser Number 001001388
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000234528
EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence ABN 33006132332
Licence Controlled By EQT Holdings Limited
EQUITY TRUSTEES LIMITED [Date Ceased: 27/02/2016]
Adviser Start Date 2015-10-15
Appointing Representative Name EQUITY TRUSTEES WEALTH SERVICES LIMITED
Appointing Representative Number 000234528
Appointing Representative ABN 33006132332
Memberships Institute of Chartered Accountants in Australia
Institute of Chartered Accountants in Australia
Institute of Chartered Accountants in Australia

Authorisations to provide financial product advice

  • MELINDA HULLS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics Monash University
Bachelor of Economics Monash University
Bachelor of Economics Monash University
Margin Lending and Investments Kaplan
Margin Lending and Investments Kaplan
Margin Lending and Investments Kaplan
RG146 (Superannuation; Fin. Planning: Securities; Managed Investments) Securities Institute
RG146 (Superannuation; Fin. Planning: Securities; Managed Investments) Securities Institute
RG146 (Superannuation; Fin. Planning: Securities; Managed Investments) Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234528 EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED [Date Ceased: 27/02/2016]
2015-10-15 - EQUITY TRUSTEES WEALTH SERVICES LIMITED
000229757 EQUITY TRUSTEES SUPERANNUATION LIMITED
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED
2015-09-28 - EQUITY TRUSTEES SUPERANNUATION LIMITED
000240975 EQUITY TRUSTEES LIMITED
Licence controlled by: EQT Holdings Limited
2014-11-05 - EQUITY TRUSTEES LIMITED
000239127 LANTERI PARTNERS FINANCIAL MANAGEMENT PTY. LTD. 2001-02-01 - 2014-09-01

Licensee Information

Licence Name EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence Number 000234528
Licence ABN 33006132332

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BERNARD PETER O'BRIEN Equity Trustees Wealth Services Limited Ceased 2015-04-27
HUGH HODGES Equity Trustees Wealth Services Limited Ceased 2014-07-04

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BERNARD PETER O'BRIEN Equity Trustees Wealth Services Limited Ceased 2015-04-27
HUGH HODGES Equity Trustees Wealth Services Limited Ceased 2014-07-04

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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.