MICHAEL IBBOTSON


Licensee: SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.

MICHAEL IBBOTSON (Adviser# 001006511) 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 March 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name MICHAEL IBBOTSON
Adviser Number 001006511
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000244565
SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
Licence ABN 54007375420
Licence Controlled By Michael Kenneth IBBOTSON
Adviser Start Date 2015-03-01
Appointing Representative Name SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
Appointing Representative Number 000244565
Appointing Representative ABN 54007375420
Memberships FBAA
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MICHAEL IBBOTSON
  • ·
  • 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
ASX Listed Securities Adviser ASX
Bachelor of Business Financial Planning RMIT
Bachelor of Business Financial Planning RMIT
Certficate Vi in Property Services Kaplan
Certificate VI in Finance Broking Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000244565 SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
Licence controlled by: Michael Kenneth IBBOTSON
2015-03-01 - SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.

Licensee Information

Licence Name SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
Licence Number 000244565
Licence ABN 54007375420

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BENJAMIN JOHN STOKES Security National Financial Services Pty. Ltd. Current 2016-09-27
KEITH LAWSON Security National Financial Services Pty. Ltd. Current 2015-03-01
DANIEL MCINTOSH Security National Financial Services Pty. Ltd. Current 2015-03-01
PETER ROBERT BUDGE Security National Financial Services Pty. Ltd. Current 2008-07-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BENJAMIN JOHN STOKES Security National Financial Services Pty. Ltd. Current 2016-09-27
KEITH LAWSON Security National Financial Services Pty. Ltd. Current 2015-03-01
DANIEL MCINTOSH Security National Financial Services Pty. Ltd. Current 2015-03-01
PETER ROBERT BUDGE Security National Financial Services Pty. Ltd. Current 2008-07-01

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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.