MEREDITH JANE OVERBURY (Adviser# 001259444) 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 October 31, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MEREDITH JANE OVERBURY |
| Adviser Number | 001259444 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000473383 MTIS PRIVATE WEALTH PTY LTD |
| Adviser Start Date | 2017-10-31 |
| Appointing Representative Name | MTIS PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000473383 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Monash Univeristy |
| Graduate Diploma of Financial Planning | Kaplan |
| Professional Year Program | Institute of Chartered Accountants |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000473383 | MTIS PRIVATE WEALTH PTY LTD | 2017-10-31 - | MTIS PRIVATE WEALTH PTY LTD |
| 000232591 | WHITTLE & SKOK FINANCIAL SERVICES PTY. LTD. | 2015-10-01 - 2017-09-01 |
| Licence Name | MTIS PRIVATE WEALTH PTY LTD |
| Licence Number | 000473383 |
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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.