MELISSA ANN MCINNES (Adviser# 001264619) 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 March 24, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MELISSA ANN MCINNES |
| Adviser Number | 001264619 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000489052 YSA ACCOUNTING PTY LTD |
| Licence Controlled By |
Andrew Donald MCINNES Melissa Ann MCINNES |
| Adviser Start Date | 2017-03-24 |
| Appointing Representative Name | YSA ACCOUNTING PTY LTD |
| Appointing Representative Number | 000489052 |
| Memberships | CPA Australia (CPA) |
| Further Restrictions | Financial advisor authorisation is restricted to authorisation allowed by AFSL licence 489052. Authorisation quoted below.1. This licence authorises the licensee to carry on a financial services business to:(a) provide financial product advice for the following classes of financial products:(i) superannuation limited to:(A) self-managed superannuation fund;(B) a persons existing holding in a superannuation product but only to the extent required for:(1) making a recommendation that the person establish a self-managed superannuation fund; and(2) providing advice to the person on contributions or pensions under a superannuation product;(b) provide class of financial product advice for the following classes of financial products:(i) deposit and payment products limited to:(A) basic deposit products;(ii) general insurance products;(iii) life products limited to:(A) life risk insurance products; and(iv) superannuation; and(c) deal in a financial product by:(i) arranging for another person to issue, apply for, acqu |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics (Accounting Major) | University of Adelaide |
| CPA program | CPA Australia |
| Diploma of Financial Planning RG146 | CPA Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000489052 |
YSA ACCOUNTING PTY LTD
Licence controlled by: Andrew Donald MCINNES ~ Melissa Ann MCINNES Further restrictions: Financial advisor authorisation is restricted to authorisation allowed by AFSL licence 489052. Authorisation quoted below.1. This licence authorises the licensee to carry on a financial services business to:(a) provide financial product advice for the following classes of financial products:(i) superannuation limited to:(A) self-managed superannuation fund;(B) a persons existing holding in a superannuation product but only to the extent required for:(1) making a recommendation that the person establish a self-managed superannuation fund; and(2) providing advice to the person on contributions or pensions under a superannuation product;(b) provide class of financial product advice for the following classes of financial products:(i) deposit and payment products limited to:(A) basic deposit products;(ii) general insurance products;(iii) life products limited to:(A) life risk insurance products; and(iv) superannuation; and(c) deal in a financial product by:(i) arranging for another person to issue, apply for, acqu |
2017-03-24 - | YSA ACCOUNTING PTY LTD |
| Licence Name | YSA ACCOUNTING PTY LTD |
| Licence Number | 000489052 |
Please comment or provide details below to improve the information on .
| 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.