NICHOLAS MORRISON (Adviser# 001004485) 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 21, 2017.
| Register Name | Financial Advisers |
| Adviser Name | NICHOLAS MORRISON |
| Adviser Number | 001004485 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000370951 LYTHGO CREW WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 30144973786 |
| Adviser Start Date | 2017-11-21 |
| Appointing Representative Name | LYTHGO CREW WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000370951 |
| Appointing Representative ABN | 30144973786 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services (Financial Planning) | Financial Services Institute of Australasia |
| Diploma of Financial Services (Financial Planning) | Financial Services Institute of Australasia |
| Graduate Diploma of Applied Finance | Kaplan |
| Graduate Diploma of Applied Finance | Kaplan |
| Master of Applied Finance | Kaplan |
| Master of Applied Finance | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000370951 | LYTHGO CREW WEALTH MANAGEMENT PTY LTD | 2017-11-21 - | LYTHGO CREW WEALTH MANAGEMENT PTY LTD |
| 000237122 |
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2012-10-22 - 2016-06-30 | ORD MINNETT FINANCIAL PLANNING PTY LIMITED |
| 000233722 | BT SECURITIES LTD | 2012-07-01 - 2012-10-30 | |
| 000238375 |
WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD |
2010-03-01 - 2012-06-30 |
| Licence Name | LYTHGO CREW WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000370951 |
| Licence ABN | 30144973786 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RYAN O'CONNELL | Lythgo Crew Wealth Management Pty Ltd | Current | 2017-07-18 |
| MICHAEL WILLIAM CREW | Lythgo Crew Wealth Management Pty Ltd | Current | 2017-01-01 |
| JAMES BURGIN | Lythgo Crew Wealth Management Pty Ltd | Current | 2016-08-22 |
| MARK ROBERT BURTON | Lythgo Crew Wealth Management Pty Ltd | Current | 2016-06-23 |
| DANE WINDSHUTTLE | Lythgo Crew Wealth Management Pty Ltd | Current | 2016-05-31 |
| SAMUEL LYTHGO | Lythgo Crew Wealth Management Pty Ltd | Current | 2014-11-01 |
| ROBERT JOHN TURNER | Lythgo Crew Wealth Management Pty Ltd | Ceased | 2014-03-03 |
| PETER JAMES BENSON | Lythgo Crew Wealth Management Pty Ltd | Current | 2012-10-25 |
| JOHN ROBERT MCARDLE | Lythgo Crew Wealth Management Pty Ltd | Current | 2012-10-15 |
| ANDREW JOHN LYTHGO | Lythgo Crew Wealth Management Pty Ltd | Current | 2010-11-01 |
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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.