GEOFFREY SYPOTT (Adviser# 001003522) 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 16, 2018.
| Register Name | Financial Advisers |
| Adviser Name | GEOFFREY SYPOTT |
| Adviser Number | 001003522 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000499010 MFG ADVICE PTY LTD |
| Licence Controlled By | Seona Rae MURPHY |
| Adviser Start Date | 2018-07-16 |
| Appointing Representative Name | MFG ADVICE PTY LTD |
| Appointing Representative Number | 000499010 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Not authorised to provide advice on SMSF, standard margin lending or securities. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Human Resource Management) | Charles Sturt University |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000499010 |
MFG ADVICE PTY LTD
Licence controlled by: Seona Rae MURPHY Further restrictions: Not authorised to provide advice on SMSF, standard margin lending or securities. |
2018-07-16 - | MFG ADVICE PTY LTD |
| 000236523 |
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD Further restrictions: Direct Equities excludes direct equities advice and SMSF excludes SMSF |
2017-10-16 - 2018-02-27 | INFOCUS SECURITIES AUSTRALIA PTY LTD |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending |
2016-07-14 - 2017-09-12 | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Not Permitted - SMSF |
2013-07-03 - 2016-06-06 | AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2008-06-12 - 2010-09-21 |
| Licence Name | MFG ADVICE PTY LTD |
| Licence Number | 000499010 |
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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.