MILES ROYCE BELLMAN (Adviser# 001005949) 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 February 3, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MILES ROYCE BELLMAN |
| Adviser Number | 001005949 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000246638 INTERPRAC FINANCIAL PLANNING PTY LTD |
| Licence ABN | 14076093680 |
| Licence Controlled By |
INTERPRAC LTD. INTERPRAC PTY LTD [Date Ceased: 15/12/2017] SEQUOIA FINANCIAL GROUP LTD |
| Adviser Start Date | 2018-02-03 |
| Appointing Representative Name | ROYCE ADVISORY PTY LTD |
| Appointing Representative Number | 001261871 |
| Appointing Representative ABN | 43622402706 |
| Memberships |
Australian Institute of Company Directors Financial Services Institute of Australasia Investment Management Consultants Association of Australia Melbourne Junior Chamber of Commerce Stockbrokers Association of Australia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Economics and Finance) | Royal Melbourne Institute of Technology University |
| Company Directors Course | Australian Institute of Company Directors |
| Graduate Diploma of Applied Finance and Investment | Securities Institute Education |
| Graduate Diploma of Financial Planning | Financial Services Institute of Australasia |
| Master of Business Administration | University of Melbourne |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000246638 |
INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD |
2018-02-03 - | ROYCE ADVISORY PTY LTD |
| 000234666 |
CANACCORD GENUITY (AUSTRALIA) LIMITED
Further restrictions: Level 1 only - ASIC Accredited Derivatives Advisor for Exchange Traded Options (ADA 1) |
2015-11-23 - 2018-02-02 | CANACCORD GENUITY (AUSTRALIA) LIMITED |
| 000240813 |
MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC Further restrictions: Superannuation: Excludes the provision of personal financial product advice to retail clients on Self-Managed Superannuation Fund products. Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options. |
2005-09-07 - 2015-10-13 | MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| Licence Name | INTERPRAC FINANCIAL PLANNING PTY LTD |
| Licence Number | 000246638 |
| Licence ABN | 14076093680 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TREANNA MARLENE MICHLIK | Interprac Financial Planning Pty Ltd | Current | 2018-08-31 |
| SHANE MICHAEL NEAVES | Interprac Financial Planning Pty Ltd | Current | 2018-08-30 |
| SARAH JANE HART | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| ALLISA POPE | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| PREETI MALINI SHARMA | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| KEN READ | Interprac Financial Planning Pty Ltd | Current | 2018-08-24 |
| BRODIE READ | Interprac Financial Planning Pty Ltd | Current | 2018-08-24 |
| PATRICK VALENTINE HENNESSY | Interprac Financial Planning Pty Ltd | Current | 2018-08-23 |
| PAUL LIONEL QUIEROS | Interprac Financial Planning Pty Ltd | Current | 2018-08-18 |
| GEOFFREY ALEXANDER ROGERS | Interprac Financial Planning Pty Ltd | Current | 2018-08-15 |
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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.