SIMON MAKEHAM

Licensee: CACHEWISE PTY LTD

SIMON MAKEHAM (Adviser# 001005734) 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 June 25, 2008.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMON MAKEHAM
Adviser Number 001005734
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000324759
CACHEWISE PTY LTD
Licence ABN 47129592767
Adviser Start Date 2008-06-25
Appointing Representative Name CACHEWISE PTY LTD
Appointing Representative Number 000324759
Appointing Representative ABN 47129592767
Memberships Association of Independently Owned Financial Professionals (AIOFP)
CPA Australia (CPA)
National Tax & Accountants Association Ltd
SMSF Association

Authorisations to provide financial product advice

  • SIMON MAKEHAM
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Financial Administration The University of New England
Certified Practicing Accountant CPA Australia
Options of Securities and Futures Markets CPA Australia
SMSF Specialist Advisor Self Managed Super Fund Association
Specialist in Financial Planning CPA Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000324759 CACHEWISE PTY LTD 2008-06-25 - CACHEWISE PTY LTD

Licensee Information

Licence Name CACHEWISE PTY LTD
Licence Number 000324759
Licence ABN 47129592767

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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.