RIKKI LEONARD MASON


Licensee: MONEYSHERPA PTY LTD

RIKKI LEONARD MASON (Adviser# 001266216) 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 July 23, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name RIKKI LEONARD MASON
Adviser Number 001266216
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000451289
MONEYSHERPA PTY LTD
Licence ABN 32164927708
Licence Controlled By LIFESHERPA HOLDINGS PTY LTD
Adviser Start Date 2018-07-23
Appointing Representative Name MONEYSHERPA PTY LTD
Appointing Representative Number 000451289
Appointing Representative ABN 32164927708

Authorisations to provide financial product advice

  • RIKKI LEONARD MASON
  • ·
  • 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
Diploma of Financial Planning International Institute of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000451289 MONEYSHERPA PTY LTD
Licence controlled by: LIFESHERPA HOLDINGS PTY LTD
2018-07-23 - MONEYSHERPA PTY LTD

Licensee Information

Licence Name MONEYSHERPA PTY LTD
Licence Number 000451289
Licence ABN 32164927708

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KYLE JONOTHAN PERRY MARSHALL Moneysherpa Pty Ltd Current 2018-02-06
CHRISTIAN HAMMERLE Moneysherpa Pty Ltd Current 2018-02-06
JAMES RAYMOND FREEMAN Moneysherpa Pty Ltd Current 2017-11-10
COLIN STUART TWIGGS Moneysherpa Pty Ltd Current 2017-07-13
HAIPENG XU Moneysherpa Pty Ltd Ceased 2017-07-07
REUBEN ALLAN HAINES Moneysherpa Pty Ltd Current 2017-03-07
CESAR FARFAN Moneysherpa Pty Ltd Ceased 2015-03-30
VINCE GERARD SCULLY Moneysherpa Pty Ltd Current 2014-04-29

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KYLE JONOTHAN PERRY MARSHALL Moneysherpa Pty Ltd Current 2018-02-06
CHRISTIAN HAMMERLE Moneysherpa Pty Ltd Current 2018-02-06
JAMES RAYMOND FREEMAN Moneysherpa Pty Ltd Current 2017-11-10
COLIN STUART TWIGGS Moneysherpa Pty Ltd Current 2017-07-13
HAIPENG XU Moneysherpa Pty Ltd Ceased 2017-07-07
REUBEN ALLAN HAINES Moneysherpa Pty Ltd Current 2017-03-07
CESAR FARFAN Moneysherpa Pty Ltd Ceased 2015-03-30
VINCE GERARD SCULLY Moneysherpa Pty Ltd Current 2014-04-29

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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.