ADAM MICHAEL CHARLES GREW


Licensee: BRODIE LONG & GREW PTY LIMITED

ADAM MICHAEL CHARLES GREW (Adviser# 001264891) 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 February 16, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name ADAM MICHAEL CHARLES GREW
Adviser Number 001264891
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000480782
BRODIE LONG & GREW PTY LIMITED
Adviser Start Date 2016-02-16
Appointing Representative Name BRODIE LONG & GREW PTY LIMITED
Appointing Representative Number 000480782
Memberships Chartered Accountants Australia and New Zealand (CA)
Further Restrictions 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) superannuation; and(c) deal in a financial product by:(i) arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:(A) superannuation limited to:(1) self-managed superannuation fund; and(ii) arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following c

Authorisations to provide financial product advice

  • ADAM MICHAEL CHARLES GREW
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor Of Commerce University Of Wollongong
Graduate Diploma Of Chartered Accounting Institute of Chartered Accountants in Australia
Tier 1- Diploma of Financial Services Financial Education Professionals

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000480782 BRODIE LONG & GREW PTY LIMITED
Further restrictions: 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) superannuation; and(c) deal in a financial product by:(i) arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:(A) superannuation limited to:(1) self-managed superannuation fund; and(ii) arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following c
2016-02-16 - BRODIE LONG & GREW PTY LIMITED

Licensee Information

Licence Name BRODIE LONG & GREW PTY LIMITED
Licence Number 000480782

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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.