MARK ANDREW THOMAS MONTEIRO (Adviser# 001240489) 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 August 29, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MARK ANDREW THOMAS MONTEIRO |
| Adviser Number | 001240489 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000237898 BENDIGO FINANCIAL PLANNING LIMITED |
| Licence ABN | 81087585073 |
| Licence Controlled By | BENDIGO AND ADELAIDE BANK LIMITED |
| Adviser Start Date | 2017-08-29 |
| Appointing Representative Name | BENDIGO FINANCIAL PLANNING LIMITED |
| Appointing Representative Number | 000237898 |
| Appointing Representative ABN | 81087585073 |
| Further Restrictions | Excluding SMSF |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Monarch Institute |
| Diploma of Financial Planning | Monarch Institute |
| Margin lending | Monarch Institute |
| Master of Commerce | RMIT |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237898 |
BENDIGO FINANCIAL PLANNING LIMITED
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED Further restrictions: Excluding SMSF |
2017-08-29 - | BENDIGO FINANCIAL PLANNING LIMITED |
| 000433250 | WEALTH & RISK MANAGEMENT PTY LTD | 2016-03-29 - 2017-07-07 | WEALTH & RISK MANAGEMENT PTY LTD |
| Licence Name | BENDIGO FINANCIAL PLANNING LIMITED |
| Licence Number | 000237898 |
| Licence ABN | 81087585073 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NEIL JAMES SPEIRS | Bendigo Financial Planning Limited | Current | 2018-03-28 |
| KHANH THUY THUC NGUYEN | Bendigo Financial Planning Limited | Current | 2017-10-16 |
| DANIEL LAWRENCE FINDLAY | Bendigo Financial Planning Limited | Current | 2017-09-19 |
| JAMES STEPHEN KEATING | Bendigo Financial Planning Limited | Current | 2017-09-19 |
| NATHAN MCDIVEN | Bendigo Financial Planning Limited | Current | 2017-09-19 |
| SAMADHI MEEPEGAMA | Bendigo Financial Planning Limited | Ceased | 2017-09-14 |
| LEIGH MARK WALLMAN | Bendigo Financial Planning Limited | Current | 2017-08-08 |
| ALEXANDER GUNNING | Bendigo Financial Planning Limited | Current | 2017-07-10 |
| WARWICK ALLEN LUFF | Bendigo Financial Planning Limited | Current | 2016-11-14 |
| SUSAN VALERIE JARDINE | Bendigo Financial Planning Limited | Current | 2016-10-12 |
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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.