ALAN BIRCHARD (Adviser# 000239341) 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 April 18, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ALAN BIRCHARD |
| Adviser Number | 000239341 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000409361 MERIT WEALTH PTY LTD |
| Licence ABN | 89125557002 |
| Licence Controlled By | EASTON INVESTMENTS LIMITED |
| Adviser Start Date | 2018-04-18 |
| Appointing Representative Name | MERIT WEALTH PTY LTD |
| Appointing Representative Number | 000409361 |
| Appointing Representative ABN | 89125557002 |
| Memberships |
Association of Financial Advisers (AFA) FChFP - Fellow Chartered Financial Practitioner |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Aged Care Professional | Aged Care Steps |
| Diploma of Financial Planning | Financial Planning Association of Australia (FPA) |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000409361 |
MERIT WEALTH PTY LTD
Licence controlled by: EASTON INVESTMENTS LIMITED |
2018-04-18 - | MERIT WEALTH PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2016-04-29 - 2018-02-19 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2015-06-10 - 2016-04-29 | CHARTER FINANCIAL PLANNING LIMITED |
| 000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2003-11-01 - 2015-06-10 | GENESYS WEALTH ADVISERS LIMITED |
| Licence Name | MERIT WEALTH PTY LTD |
| Licence Number | 000409361 |
| Licence ABN | 89125557002 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHARBEL CHIDIAC | Merit Wealth Pty Ltd | Current | 2018-08-21 |
| KELSEY LAWRENCE | Merit Wealth Pty Ltd | Current | 2018-08-21 |
| JUSTINE VORICH | Merit Wealth Pty Ltd | Current | 2018-08-21 |
| NOELIA CUSTODIO PINTO | Merit Wealth Pty Ltd | Current | 2018-08-20 |
| JOANNA KATE SCRIMA | Merit Wealth Pty Ltd | Current | 2018-08-09 |
| JAMES BALL | Merit Wealth Pty Ltd | Current | 2018-08-06 |
| ROHAN GEOFFREY GRIFFITHS | Merit Wealth Pty Ltd | Current | 2018-07-30 |
| WASALA MUDIYANSELAGE CHARITHA PRASANN WASALA | Merit Wealth Pty Ltd | Current | 2018-07-30 |
| DAVID JOHN SCOTT | Merit Wealth Pty Ltd | Current | 2018-07-27 |
| LILIAN FISHER | Merit Wealth Pty Ltd | Current | 2018-07-27 |
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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.