BRIAN DAVID WIBBERLEY

Licensee: PROVIDENT STRATEGIES PTY LTD

BRIAN DAVID WIBBERLEY (Adviser# 001001932) 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 16, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name BRIAN DAVID WIBBERLEY
Adviser Number 001001932
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1990
Financial Service (AFS) Licence Licence# 000447616
PROVIDENT STRATEGIES PTY LTD
Adviser Start Date 2013-11-16
Appointing Representative Name PROVIDENT STRATEGIES PTY LTD
Appointing Representative Number 000447616
Memberships Chartered Accountants Australia and New Zealand (CA)
SMSF Association
The Tax Institute

Authorisations to provide financial product advice

  • BRIAN DAVID WIBBERLEY
  • ·
  • Superannuation
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Agricultural Science University of Adelaide
Financial Planning Specialist Institute of Chartered Accountants
Graduate Diploma in Business (Accounting) Monash Gippsland Institute of Advanced Education
Specialist SMSF Advisor SMSF Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000447616 PROVIDENT STRATEGIES PTY LTD 2013-11-16 - PROVIDENT STRATEGIES PTY LTD
000345905 MYPLANNER AUSTRALIA PTY LTD 2012-07-01 - 2014-04-03 BRIAN WIBBERLEY
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2003-07-01 - 2011-11-02 BRIAN WIBBERLEY

Licensee Information

Licence Name PROVIDENT STRATEGIES PTY LTD
Licence Number 000447616

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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.