DAVID RONALD TAYLOR (Adviser# 000241961) 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 June 22, 2016.
| Register Name | Financial Advisers |
| Adviser Name | DAVID RONALD TAYLOR |
| Adviser Number | 000241961 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000422854 MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Licence ABN | 97158645624 |
| Licence Controlled By | MORTGAGE CHOICE LIMITED |
| Adviser Start Date | 2016-06-22 |
| Appointing Representative Name | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Appointing Representative Number | 000422854 |
| Appointing Representative ABN | 97158645624 |
| Further Restrictions | Not authorised to provide advice on Self Managed Superannuation Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Foundation Diploma of Financial Planning | Financial Planning Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000422854 |
MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence controlled by: MORTGAGE CHOICE LIMITED Further restrictions: Not authorised to provide advice on Self Managed Superannuation Funds |
2016-06-22 - | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform |
2015-10-22 - 2016-05-13 | FINANCIAL LIFESTYLE PARTNERS PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform |
2013-07-16 - 2015-10-21 | A.C.N. 112 853 273 PTY LTD |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2011-08-22 - 2013-07-14 | |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2010-08-01 - 2011-08-22 | |
| 000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2010-02-22 - 2010-07-30 |
| Licence Name | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Licence Number | 000422854 |
| Licence ABN | 97158645624 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARCUS AARON NETTO | Mortgage Choice Financial Planning Pty Limited | Current | 2018-06-14 |
| ALEX NATHAN JORGENSEN | Mortgage Choice Financial Planning Pty Limited | Current | 2018-02-14 |
| JESSICA CASEY CURTIS | Mortgage Choice Financial Planning Pty Limited | Current | 2018-02-06 |
| HANA CELIA NATAPRAWIRA | Mortgage Choice Financial Planning Pty Limited | Current | 2017-12-14 |
| ANDREW DAVID LANE | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-10-05 |
| JOSHUA MECHIELSEN | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-07-14 |
| BENJAMIN TAYLOR LEYSHON | Mortgage Choice Financial Planning Pty Limited | Current | 2017-06-14 |
| AARON NICHOLAS BIRD | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-03-17 |
| BRYAN MCGUINNESS | Mortgage Choice Financial Planning Pty Limited | Current | 2017-01-20 |
| ADAM FRANCIS GOTSALKS | Mortgage Choice Financial Planning Pty Limited | Current | 2016-11-09 |
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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.