MELISSA THERESE WELLS


Licensee: IMB FINANCIAL PLANNING LIMITED

MELISSA THERESE WELLS (Adviser# 001258643) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is September 25, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name MELISSA THERESE WELLS
Adviser Number 001258643
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000234660
IMB FINANCIAL PLANNING LIMITED
Licence ABN 23094730195
Licence Controlled By IMB LTD
Adviser Start Date 2017-09-25
Adviser End Date 2018-08-10
Appointing Representative Name IMB FINANCIAL PLANNING LIMITED
Appointing Representative Number 000234660
Appointing Representative ABN 23094730195

Authorisations to provide financial product advice

  • MELISSA THERESE WELLS

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234660 IMB FINANCIAL PLANNING LIMITED
Licence controlled by: IMB LTD
2017-09-25 - 2018-08-10 IMB FINANCIAL PLANNING LIMITED
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2013-11-04 - 2017-03-05
000232705 HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2012-01-30 - 2013-11-01

Licensee Information

Licence Name IMB FINANCIAL PLANNING LIMITED
Licence Number 000234660
Licence ABN 23094730195

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRADLEY OWEN MULLEY Imb Financial Planning Limited Current 2018-02-16
MICHAEL LEHNER Imb Financial Planning Limited Ceased 2016-11-22
ROBERT MICHAEL WESTON Imb Financial Planning Limited Current 2014-02-17
DEWALD BURGER Imb Financial Planning Limited Current 2012-02-13

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRADLEY OWEN MULLEY Imb Financial Planning Limited Current 2018-02-16
MICHAEL LEHNER Imb Financial Planning Limited Ceased 2016-11-22
ROBERT MICHAEL WESTON Imb Financial Planning Limited Current 2014-02-17
DEWALD BURGER Imb Financial Planning Limited Current 2012-02-13

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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.