MARK RICHARD MALONE (Adviser# 001003368) 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 March 1, 2018.
Register Name | Financial Advisers |
Adviser Name | MARK RICHARD MALONE |
Adviser Number | 001003368 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2000 |
Financial Service (AFS) Licence |
Licence# 000504220 BIRLING PTY. LTD. |
Adviser Start Date | 2018-03-01 |
Appointing Representative Name | MALONE WEALTH PTY LTD |
Appointing Representative Number | 001238901 |
Memberships | Financial Planning Association of Australia (FPA) |
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Qualification / Degree | Institute / School |
---|---|
Graduate Diploma of Applied Finance | Kaplan Professional Education |
Margin Lending and Geared Investments | Kaplan Professional Education |
Self Managed Superannuation Funds | Kaplan Professional Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000504220 | BIRLING PTY. LTD. | 2018-03-01 - | MALONE WEALTH PTY LTD |
000312047 |
PROFESSIONAL WEALTH SERVICES PTY LTD
Licence controlled by: Donald Maxwell Jeffers |
2016-02-01 - 2018-03-01 | PROFESSIONAL WEALTH SERVICES PTY LTD |
000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2004-02-09 - 2015-12-22 | WESTPAC BANKING CORPORATION |
Licence Name | BIRLING PTY. LTD. |
Licence Number | 000504220 |
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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.