MATTHEW GELLWEILER (Adviser# 001236840) 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 October 30, 2015.
| Register Name | Financial Advisers |
| Adviser Name | MATTHEW GELLWEILER |
| Adviser Number | 001236840 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000432636 WALSHS FINANCIAL PLANNING PTY LTD |
| Licence ABN | 82122293912 |
| Adviser Start Date | 2015-10-30 |
| Appointing Representative Name | WALSHS FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000432636 |
| Appointing Representative ABN | 82122293912 |
| Memberships | Tax Practitioners Board |
| Further Restrictions | Excludes Self Managed Super Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor Of Commerce | Griffith |
| Diploma of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000432636 |
WALSHS FINANCIAL PLANNING PTY LTD
Further restrictions: Excludes Self Managed Super Funds |
2015-10-30 - | WALSHS FINANCIAL PLANNING PTY LTD |
| Licence Name | WALSHS FINANCIAL PLANNING PTY LTD |
| Licence Number | 000432636 |
| Licence ABN | 82122293912 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KIRBY JAMIESON | Walshs Financial Planning Pty Ltd | Current | 2018-06-25 |
| PETER JASON HODGSON | Walshs Financial Planning Pty Ltd | Current | 2018-01-12 |
| MICHAEL WALSH | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| STEWART MCLEOD | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| HUGH WALSH | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| SIMON RICHARD JAMES FARMER | Walshs Financial Planning Pty Ltd | Current | 2013-09-23 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KIRBY JAMIESON | Walshs Financial Planning Pty Ltd | Current | 2018-06-25 |
| PETER JASON HODGSON | Walshs Financial Planning Pty Ltd | Current | 2018-01-12 |
| MICHAEL WALSH | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| STEWART MCLEOD | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| HUGH WALSH | Walshs Financial Planning Pty Ltd | Current | 2017-04-03 |
| SIMON RICHARD JAMES FARMER | Walshs Financial Planning Pty Ltd | Current | 2013-09-23 |
Please comment or provide details below to improve the information on .
| 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.