BOB BACKER


Licensee: HNW PLANNING PTY LTD

BOB BACKER (Adviser# 001005049) 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 2, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name BOB BACKER
Adviser Number 001005049
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000225216
HNW PLANNING PTY LTD
Licence ABN 42083745055
Licence Controlled By HNW GROUP HOLDINGS PTY LIMITED
Adviser Start Date 2018-07-02
Appointing Representative Name ACCENTUATE FINANCIAL SERVICES PTY LIMITED
Appointing Representative Number 001265616
Appointing Representative ABN 36626671029
Memberships FINSIA

Authorisations to provide financial product advice

  • BOB BACKER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Deposit Products and Non-Cash payments Financial Education Professionals
Financial Planning Principles and Practice Wealth Creation - Securities Institute of Australia
Policy Statement 146 Knowledge Assessment Securities, Derivatives - Tribeca
RG146 Securities, Derivatives, Margin Lending - Financial Education Professionals
Risk Management Tribeca

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000225216 HNW PLANNING PTY LTD
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED
2018-07-02 - ACCENTUATE FINANCIAL SERVICES PTY LIMITED
000237504 MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED
2011-10-27 - 2018-05-17 MACQUARIE EQUITIES LIMITED
000237121 ORD MINNETT LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2007-08-01 - 2011-09-27

Licensee Information

Licence Name HNW PLANNING PTY LTD
Licence Number 000225216
Licence ABN 42083745055

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ADAM JAMES SMITH Hnw Planning Pty Ltd Current 2018-07-23
FRANK GERALD MONAGHAN Hnw Planning Pty Ltd Current 2018-07-06
PHILLIP HAKIM Hnw Planning Pty Ltd Current 2018-07-04
DANIELLE NASTOV Hnw Planning Pty Ltd Current 2018-07-02
ANDREW SIDNEY GRANT Hnw Planning Pty Ltd Current 2018-06-02
RUSSELL WADEY Hnw Planning Pty Ltd Current 2018-06-01
JULIAN SUMNER CATLOW Hnw Planning Pty Ltd Ceased 2018-04-20
MARIO ZANNETTOU Hnw Planning Pty Ltd Current 2018-03-02
DARREN JOHN TAPPOURAS Hnw Planning Pty Ltd Current 2018-01-22
SHANNON NICOLE POWELL Hnw Planning Pty Ltd Ceased 2017-07-17

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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.