CLAIRE MAREE RICHMOND-MILLER


Licensee: MCMILLAN FINANCIAL PLANNING PTY LTD

CLAIRE MAREE RICHMOND-MILLER (Adviser# 001263665) 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 27, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name CLAIRE MAREE RICHMOND-MILLER
Adviser Number 001263665
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000239645
MCMILLAN FINANCIAL PLANNING PTY LTD
Licence ABN 90074586217
Licence Controlled By Angus Management Trust
Adviser Start Date 2018-04-27
Appointing Representative Name MCMILLAN FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000239645
Appointing Representative ABN 90074586217

Authorisations to provide financial product advice

  • CLAIRE MAREE RICHMOND-MILLER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Monash University
Diploma of Finaial Pllaning Kaplan Professional
Tax for Financial Advising Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000239645 MCMILLAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Angus Management Trust
2018-04-27 - MCMILLAN FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name MCMILLAN FINANCIAL PLANNING PTY LTD
Licence Number 000239645
Licence ABN 90074586217

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CALLIE ANN COOK Mcmillan Financial Planning Pty Ltd Current 2018-04-27
RODNEY WILLIAM ROWLEY Mcmillan Financial Planning Pty Ltd Current 2004-08-02
GERARD WITTS Mcmillan Financial Planning Pty Ltd Current 2004-01-05
ROBERT KIDDELL Mcmillan Financial Planning Pty Ltd Current 2004-01-05

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CALLIE ANN COOK Mcmillan Financial Planning Pty Ltd Current 2018-04-27
RODNEY WILLIAM ROWLEY Mcmillan Financial Planning Pty Ltd Current 2004-08-02
GERARD WITTS Mcmillan Financial Planning Pty Ltd Current 2004-01-05
ROBERT KIDDELL Mcmillan Financial Planning Pty Ltd Current 2004-01-05

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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.