LEONARD WILLIAM CHARLES MCCARTHY


Licensee: HNW PLANNING PTY LTD

LEONARD WILLIAM CHARLES MCCARTHY (Adviser# 001238505) 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 March 8, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name LEONARD WILLIAM CHARLES MCCARTHY
Adviser Number 001238505
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000225216
HNW PLANNING PTY LTD
Licence ABN 42083745055
Licence Controlled By HNW GROUP HOLDINGS PTY LIMITED
Adviser Start Date 2017-03-08
Appointing Representative Name DELPHI FINANCIAL SOLUTIONS PTY LTD
Appointing Representative Number 001252606
Appointing Representative ABN 82615834672
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • LEONARD WILLIAM CHARLES MCCARTHY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Certificate in Financial Markets Securities Institute
Diploma Financial Services Integratech

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000225216 HNW PLANNING PTY LTD
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED
2017-03-08 - DELPHI FINANCIAL SOLUTIONS PTY LTD
000237853 EASTWOODS WEALTH MANAGEMENT PTY LTD
Licence controlled by: COMMUNITY CPS AUSTRALIA LIMITED
Further restrictions: Not authorised to provide personal advice on SMSF or Standard Margin Lending Facility.
2016-05-02 - 2016-10-28 EASTWOODS WEALTH MANAGEMENT PTY LTD
000447732 SHEER DESIGN MAGAZINE PTY LTD 2016-01-14 - 2016-05-02 SHEER DESIGN MAGAZINE PTY LTD
000225256 MMG BUSINESS GROUP PTY LTD 2002-09-01 - 2014-10-01

Licensee Information

Licence Name HNW PLANNING PTY LTD
Licence Number 000225216
Licence ABN 42083745055

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ADAM JAMES SMITH Hnw Planning Pty Ltd Current 2018-07-23
FRANK GERALD MONAGHAN Hnw Planning Pty Ltd Current 2018-07-06
PHILLIP HAKIM Hnw Planning Pty Ltd Current 2018-07-04
BOB BACKER Hnw Planning Pty Ltd Current 2018-07-02
DANIELLE NASTOV Hnw Planning Pty Ltd Current 2018-07-02
ANDREW SIDNEY GRANT Hnw Planning Pty Ltd Current 2018-06-02
RUSSELL WADEY Hnw Planning Pty Ltd Current 2018-06-01
JULIAN SUMNER CATLOW Hnw Planning Pty Ltd Ceased 2018-04-20
MARIO ZANNETTOU Hnw Planning Pty Ltd Current 2018-03-02
DARREN JOHN TAPPOURAS Hnw Planning Pty Ltd Current 2018-01-22

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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.