HENRY ROBERT MCGHEE


Licensee: PLAN 2 PTY LTD

HENRY ROBERT MCGHEE (Adviser# 001008114) 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 May 8, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name HENRY ROBERT MCGHEE
Adviser Number 001008114
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000237874
PLAN 2 PTY LTD
Licence ABN 60010875073
Adviser Start Date 2015-05-08
Appointing Representative Name PLAN 2 PTY LTD
Appointing Representative Number 000237874
Appointing Representative ABN 60010875073

Authorisations to provide financial product advice

  • HENRY ROBERT MCGHEE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning (FNS50611) Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237874 PLAN 2 PTY LTD 2015-05-08 - PLAN 2 PTY LTD

Licensee Information

Licence Name PLAN 2 PTY LTD
Licence Number 000237874
Licence ABN 60010875073

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
AMY PURSEHOUSE Plan 2 Pty Ltd Current 2018-08-01
CLIVE HAMPSON Plan 2 Pty Ltd Current 2017-05-23
JASON RICHARD HENRY POWELL Plan 2 Pty Ltd Ceased 2017-05-08
MEREDITH PAMELA SIRETT Plan 2 Pty Ltd Current 2015-04-30
PAUL KEITH JACKSON Plan 2 Pty Ltd Current 2013-09-03
LAURA JACKSON Plan 2 Pty Ltd Ceased 2013-02-22
SHARYN ANNE CLARK Plan 2 Pty Ltd Current 2010-09-22
DAVID JOHN MARSDEN Plan 2 Pty Ltd Current 2010-06-21
AMANDA NICOLE MCCALL Plan 2 Pty Ltd Current 2010-03-11
ANTHONY LEWIS AVERY Plan 2 Pty Ltd Ceased 2010-03-11

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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.