MATTHEW SONNEMANN (Adviser# 001005285) 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 5, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MATTHEW SONNEMANN |
| Adviser Number | 001005285 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1995 |
| Financial Service (AFS) Licence |
Licence# 000237122 ORD MINNETT FINANCIAL PLANNING PTY LIMITED |
| Licence ABN | 31066414613 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2018-07-05 |
| Appointing Representative Name | ORD MINNETT FINANCIAL PLANNING PTY LIMITED |
| Appointing Representative Number | 000237122 |
| Appointing Representative ABN | 31066414613 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Derivatives Adviser | ASX |
| Accredited Derivatives Adviser | ASX |
| Bachelor of Economics | Monash University |
| Bachelor of Economics | Monash University |
| Diploma of Financial Planning | Kaplan |
| Diploma of Financial Planning | Kaplan |
| Graduate Diploma in Applied Finance and Investment | FINSIA |
| Graduate Diploma in Applied Finance and Investment | FINSIA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237122 |
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2018-07-05 - | ORD MINNETT FINANCIAL PLANNING PTY LIMITED |
| 000237121 |
ORD MINNETT LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2018-06-11 - | ORD MINNETT LIMITED |
| 000237504 |
MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED |
2004-03-01 - 2018-05-17 | MACQUARIE EQUITIES LIMITED |
| Licence Name | ORD MINNETT FINANCIAL PLANNING PTY LIMITED |
| Licence Number | 000237122 |
| Licence ABN | 31066414613 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOHN MARR | Ord Minnett Financial Planning Pty Limited | Current | 2018-07-24 |
| JAMES JONATHAN MORGAN | Ord Minnett Financial Planning Pty Limited | Current | 2017-10-16 |
| GEORGE ALEXANDER GLADSTONE | Ord Minnett Financial Planning Pty Limited | Current | 2017-10-05 |
| ANDREW ZANNETTIDES | Ord Minnett Financial Planning Pty Limited | Current | 2017-07-24 |
| ROSS SORBELLO | Ord Minnett Financial Planning Pty Limited | Current | 2017-02-02 |
| RICHARD JAMES WRIGHT | Ord Minnett Financial Planning Pty Limited | Ceased | 2016-09-30 |
| BRYCE APPLETON | Ord Minnett Financial Planning Pty Limited | Current | 2016-09-02 |
| ALISON KOLB | Ord Minnett Financial Planning Pty Limited | Current | 2016-07-13 |
| JUSTIN SCATTINI | Ord Minnett Financial Planning Pty Limited | Current | 2015-12-21 |
| EVAN THEODOROU | Ord Minnett Financial Planning Pty Limited | Current | 2015-06-19 |
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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.