NATALIE ELIZABETH CONROY (Adviser# 001261600) 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 January 31, 2018.
| Register Name | Financial Advisers |
| Adviser Name | NATALIE ELIZABETH CONROY |
| Adviser Number | 001261600 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000237971 SMITH COFFEY SECURITIES PTY LTD |
| Licence ABN | 19008812208 |
| Adviser Start Date | 2018-01-31 |
| Appointing Representative Name | SMITH COFFEY SECURITIES PTY LTD |
| Appointing Representative Number | 000237971 |
| Appointing Representative ABN | 19008812208 |
| Memberships |
Financial Planning Association of Australia (FPA) Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | KAPLAN |
| Bachelor of Commerce | Curtin University |
| CFP | Financial Planning Association of Australia |
| Diploma of Financial Services (Financial Planning) | KAPLAN |
| SMSF accreditation | KAPLAN |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237971 | SMITH COFFEY SECURITIES PTY LTD | 2018-01-31 - | SMITH COFFEY SECURITIES PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2014-06-25 - 2016-03-14 | NATALIE CONROY |
| 000357306 |
FORTNUM PRIVATE WEALTH LTD
Licence controlled by: FORTNUM PRIVATE WEALTH LTD |
2013-01-22 - 2014-06-13 | NATALIE CONROY |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2011-05-30 - 2013-01-21 | NATALIE CONROY |
| 000230690 |
GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2007-12-11 - 2011-05-10 | NATALIE CONROY |
| Licence Name | SMITH COFFEY SECURITIES PTY LTD |
| Licence Number | 000237971 |
| Licence ABN | 19008812208 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL DEENY | Smith Coffey Securities Pty Ltd | Current | 2017-05-31 |
| MICHAEL CLIFFORD COFFEY | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| STEPHEN WILLIAM JONES | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| JEFFREY DOUGLAS CHIN | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| MARK ROBERT KYNASTON | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| FRANK MATTHEW SMITH | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| MILES DRUMMOND METCALF | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL DEENY | Smith Coffey Securities Pty Ltd | Current | 2017-05-31 |
| MICHAEL CLIFFORD COFFEY | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| STEPHEN WILLIAM JONES | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| JEFFREY DOUGLAS CHIN | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| MARK ROBERT KYNASTON | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| FRANK MATTHEW SMITH | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
| MILES DRUMMOND METCALF | Smith Coffey Securities Pty Ltd | Current | 2013-03-01 |
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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.