WAYNE RONALD MORGAN (Adviser# 001007399) 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 September 22, 2003.
| Register Name | Financial Advisers |
| Adviser Name | WAYNE RONALD MORGAN |
| Adviser Number | 001007399 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000234555 MORGAN WEALTH MANAGEMENT GROUP PTY. LTD. |
| Licence ABN | 37103016002 |
| Licence Controlled By | W R Morgan Investments Pty Ltd as trustee for Morgan Family Trust |
| Adviser Start Date | 2003-09-22 |
| Appointing Representative Name | MORGAN WEALTH MANAGEMENT GROUP PTY. LTD. |
| Appointing Representative Number | 000234555 |
| Appointing Representative ABN | 37103016002 |
| Memberships |
Fellow Financial Services Institute of Australasia (Finsia) Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Science (Honours) | University of Melbourne |
| Graduate Diploma in Applied Finance and Investment | Securities Institute of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000234555 |
MORGAN WEALTH MANAGEMENT GROUP PTY. LTD.
Licence controlled by: W R Morgan Investments Pty Ltd as trustee for Morgan Family Trust |
2003-09-22 - | MORGAN WEALTH MANAGEMENT GROUP PTY. LTD. |
| Licence Name | MORGAN WEALTH MANAGEMENT GROUP PTY. LTD. |
| Licence Number | 000234555 |
| Licence ABN | 37103016002 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BLAYNE DOUGLAS | Morgan Wealth Management Group Pty. Ltd. | Current | 2014-10-01 |
| ZORAN MILENKOVSKI | Morgan Wealth Management Group Pty. Ltd. | Ceased | 2013-07-29 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| BLAYNE DOUGLAS | Morgan Wealth Management Group Pty. Ltd. | Current | 2014-10-01 |
| ZORAN MILENKOVSKI | Morgan Wealth Management Group Pty. Ltd. | Ceased | 2013-07-29 |
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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.