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.
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 |
|
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 |
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 |
Licence Name | BRODIE LONG & GREW PTY LIMITED |
Licence Number | 000480782 |
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.