MATTHEW GELLWEILER


Licensee: WALSHS FINANCIAL PLANNING PTY LTD

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • MATTHEW GELLWEILER
  • ·
  • 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
Bachelor Of Commerce Griffith
Diploma of Financial Planning Kaplan

Adviser employment history

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

Licensee Information

Licence Name WALSHS FINANCIAL PLANNING PTY LTD
Licence Number 000432636
Licence ABN 82122293912

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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

Competitor

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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.