ADAM MALZARD (Adviser# 001256846) 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 July 26, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ADAM MALZARD |
| Adviser Number | 001256846 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000458669 360PRIVATE WEALTH BY DESIGN PTY LIMITED |
| Licence ABN | 44169464135 |
| Adviser Start Date | 2017-07-26 |
| Appointing Representative Name | 360PRIVATE WEALTH BY DESIGN PTY LIMITED |
| Appointing Representative Number | 000458669 |
| Appointing Representative ABN | 44169464135 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000458669 | 360PRIVATE WEALTH BY DESIGN PTY LIMITED | 2017-07-26 - | 360PRIVATE WEALTH BY DESIGN PTY LIMITED |
| Licence Name | 360PRIVATE WEALTH BY DESIGN PTY LIMITED |
| Licence Number | 000458669 |
| Licence ABN | 44169464135 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KYLIE GRAY | 360private Wealth By Design Pty Limited | Current | 2018-02-07 |
| DANIELA RECH | 360private Wealth By Design Pty Limited | Current | 2017-06-29 |
| DALE KIRK | 360private Wealth By Design Pty Limited | Current | 2016-12-07 |
| MICHAEL JAMES O'GRADY | 360private Wealth By Design Pty Limited | Ceased | 2015-09-23 |
| MICHAEL RE | 360private Wealth By Design Pty Limited | Current | 2015-04-07 |
| ANNA VAN GASTEREN | 360private Wealth By Design Pty Limited | Ceased | 2015-02-25 |
| ANTON SCHOLTE | 360private Wealth By Design Pty Limited | Ceased | 2014-12-19 |
| EWELINA BARYLKA | 360private Wealth By Design Pty Limited | Ceased | 2014-11-24 |
| DAVID KINGSFORD HORNE | 360private Wealth By Design Pty Limited | Current | 2014-09-21 |
| RORY DOMINIC MOONEY | 360private Wealth By Design Pty Limited | Current | 2014-08-22 |
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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.