MARK WILLIAM LEWIN (Adviser# 000238237) 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 September 16, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MARK WILLIAM LEWIN |
| Adviser Number | 000238237 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1995 |
| Financial Service (AFS) Licence |
Licence# 000247429 FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Licence ABN | 33093667595 |
| Licence Controlled By |
FTZ TOPCO PTY LTD ftz holdco pty ltd ftz mezzco pty ltd yorkway (victoria) bidco pty ltd |
| Adviser Start Date | 2017-09-16 |
| Appointing Representative Name | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Appointing Representative Number | 000247429 |
| Appointing Representative ABN | 33093667595 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association Tax Practitioners Board |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association |
| Diploma of Financial Planning | Deakin University |
| Margin Lending & Geared Investments | Kaplan Professional Education |
| SMSF Specialist Advisor (SSA) Accreditation | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd |
2017-09-16 - | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2012-06-30 - 2017-09-15 | MARKSON FINANCIAL PLANNING PTY LIMITED |
| 000232406 | AVENUE CAPITAL MANAGEMENT PTY LTD | 2001-01-02 - 2012-06-30 |
| Licence Name | FITZPATRICKS PRIVATE WEALTH PTY LTD |
| Licence Number | 000247429 |
| Licence ABN | 33093667595 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| UNG QUYEN QUACH | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-24 |
| BENJAMIN JAMES BOUFFLER | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-18 |
| HELEN RUSSO | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-01 |
| AYNSLEY JANE JURSON | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-07-01 |
| ANDREW WILLIAM BUTTERELL | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-26 |
| BOBBE-LEE DUNCOMBE | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-20 |
| BENJAMIN CARLTON RICHARDS | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-09 |
| JUSTIN BRUCE CLYNES | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-06-09 |
| BRETT STANLEY ELLIS | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-05-08 |
| IAN DONALD GIBSON | Fitzpatricks Private Wealth Pty Ltd | Current | 2018-04-10 |
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| 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.