MARCUS AARON NETTO (Adviser# 001008923) 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 14, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MARCUS AARON NETTO |
| Adviser Number | 001008923 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000422854 MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Licence ABN | 97158645624 |
| Licence Controlled By | MORTGAGE CHOICE LIMITED |
| Adviser Start Date | 2018-06-14 |
| Appointing Representative Name | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Appointing Representative Number | 000422854 |
| Appointing Representative ABN | 97158645624 |
| Further Restrictions | Self Managed Superannuation Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning (Qualification) | Northern Sydney Institute - TAFE NSW |
| Diploma of Financial Planning (Qualification) | Northern Sydney Institute - TAFE NSW |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000422854 |
MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence controlled by: MORTGAGE CHOICE LIMITED Further restrictions: Self Managed Superannuation Funds |
2018-06-14 - | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2015-06-02 - 2017-11-04 | CHARTER FINANCIAL PLANNING LIMITED |
| Licence Name | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Licence Number | 000422854 |
| Licence ABN | 97158645624 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ALEX NATHAN JORGENSEN | Mortgage Choice Financial Planning Pty Limited | Current | 2018-02-14 |
| JESSICA CASEY CURTIS | Mortgage Choice Financial Planning Pty Limited | Current | 2018-02-06 |
| HANA CELIA NATAPRAWIRA | Mortgage Choice Financial Planning Pty Limited | Current | 2017-12-14 |
| ANDREW DAVID LANE | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-10-05 |
| JOSHUA MECHIELSEN | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-07-14 |
| BENJAMIN TAYLOR LEYSHON | Mortgage Choice Financial Planning Pty Limited | Current | 2017-06-14 |
| AARON NICHOLAS BIRD | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-03-17 |
| BRYAN MCGUINNESS | Mortgage Choice Financial Planning Pty Limited | Current | 2017-01-20 |
| ADAM FRANCIS GOTSALKS | Mortgage Choice Financial Planning Pty Limited | Current | 2016-11-09 |
| MYLES CORCORAN | Mortgage Choice Financial Planning Pty Limited | Current | 2016-09-16 |
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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.