MARK STEPHEN IVEY (Adviser# 001253615) 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 April 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MARK STEPHEN IVEY |
| Adviser Number | 001253615 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000485018 CONEXUS GROUP PTY LTD |
| Licence Controlled By | The Trustee for Optimus Holding Trust |
| Adviser Start Date | 2017-04-01 |
| Appointing Representative Name | CONEXUS GROUP PTY LTD |
| Appointing Representative Number | 000485018 |
| Memberships | CPA Australia (CPA) |
| Further Restrictions | (a) financial product advice on self-managed superannuation funds;(b) financial product adviceon superannuation products in relation to a person's existing holding in a superannuationproduct but only to the extent required for: (i) making a recommendation that the personestablish a self-managed superannuation fund; or (ii) providing advice to the person oncontributions or pensions under a superannuation product; (c) class of product advice on thefollowing:(i) superannuation products;(ii) securities;(iii) simple managed investmentschemes;(iv) life risk insurance products; and(v) basic deposit products.(d) arrange to deal inan interest in a self-managed superannuation fund. |
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| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services (Financial Planning) | Kaplan |
| Risk Management | Kaplan |
| Self Managed Super Funds | Kaplan |
| Superannuation & Retirement Planning | Kaplan |
| Tier 1 Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000485018 |
CONEXUS GROUP PTY LTD
Licence controlled by: The Trustee for Optimus Holding Trust Further restrictions: (a) financial product advice on self-managed superannuation funds;(b) financial product adviceon superannuation products in relation to a person's existing holding in a superannuationproduct but only to the extent required for: (i) making a recommendation that the personestablish a self-managed superannuation fund; or (ii) providing advice to the person oncontributions or pensions under a superannuation product; (c) class of product advice on thefollowing:(i) superannuation products;(ii) securities;(iii) simple managed investmentschemes;(iv) life risk insurance products; and(v) basic deposit products.(d) arrange to deal inan interest in a self-managed superannuation fund. |
2017-04-01 - | CONEXUS GROUP PTY LTD |
| Licence Name | CONEXUS GROUP PTY LTD |
| Licence Number | 000485018 |
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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.