DAVID GEORGE LLOYD


Licensee: MGD WEALTH LTD

DAVID GEORGE LLOYD (Adviser# 001251980) 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 February 13, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID GEORGE LLOYD
Adviser Number 001251980
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000222600
MGD WEALTH LTD
Licence ABN 53009079725
Licence Controlled By 3 TIMES 8 PTY LTD
Adviser Start Date 2017-02-13
Appointing Representative Name MGD WEALTH LTD
Appointing Representative Number 000222600
Appointing Representative ABN 53009079725
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • DAVID GEORGE LLOYD
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting and Human Resource Management Southern Cross University
Certified Practising Accountant CPA Australia
SPAA Specialist Advisor SPAA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000222600 MGD WEALTH LTD
Licence controlled by: 3 TIMES 8 PTY LTD
2017-02-13 - MGD WEALTH LTD

Licensee Information

Licence Name MGD WEALTH LTD
Licence Number 000222600
Licence ABN 53009079725

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MIKAELA MARY HOLMES Mgd Wealth Ltd Current 2018-02-06
GRAEME DEL FAVERO Mgd Wealth Ltd Current 2018-01-19
DAVID HARE Mgd Wealth Ltd Current 2017-08-11
RONALD MING WAH CHEUNG Mgd Wealth Ltd Current 2017-08-04
MICHELLE DALL'ALBA Mgd Wealth Ltd Current 2017-05-30
ANDREW JOHN PROUDFOOT Mgd Wealth Ltd Current 2016-07-04
ALEC BERRY Mgd Wealth Ltd Current 2016-05-17
JOHN CHARLES BARTON Mgd Wealth Ltd Current 2016-04-21
RICHARD MARSDEN Mgd Wealth Ltd Current 2016-04-21
RACHEL BARLOW Mgd Wealth Ltd Current 2016-02-03

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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.