COLIN GRAHAM FINCH

Licensee: MYPLANNER PROFESSIONAL SERVICES PTY LTD

COLIN GRAHAM FINCH (Adviser# 000245928) 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 6, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name COLIN GRAHAM FINCH
Adviser Number 000245928
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000425542
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence ABN 51159696830
Adviser Start Date 2018-07-06
Appointing Representative Name MYPLANNER PROFESSIONAL SERVICES PTY LTD
Appointing Representative Number 000425542
Appointing Representative ABN 51159696830
Memberships CPA Australia (CPA)
Financial Planning Association (FPA) - Certified Financial Planner

Authorisations to provide financial product advice

  • COLIN GRAHAM FINCH
  • ·
  • 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
Bachelor of Business (Accounting) Curtin University of Technology
Certified Financial Planner FPA
Diploma of Financial Planning International Institute of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000425542 MYPLANNER PROFESSIONAL SERVICES PTY LTD 2018-07-06 - MYPLANNER PROFESSIONAL SERVICES PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2017-04-27 - 2018-07-06 DOVER FINANCIAL ADVISERS PTY LTD
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Margin Lending
2015-06-25 - 2017-04-26 COUNT FINANCIAL LIMITED
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2003-12-01 - 2010-07-30 COLIN GRAHAM FINCH

Licensee Information

Licence Name MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence Number 000425542
Licence ABN 51159696830

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARC SCHNEIDER Myplanner Professional Services Pty Ltd Current 2018-08-28
GARETH DAVIES Myplanner Professional Services Pty Ltd Current 2018-08-15
LEONARD NORMAN ELIAS Myplanner Professional Services Pty Ltd Current 2018-07-23
EVA MARIA WADE Myplanner Professional Services Pty Ltd Current 2018-07-13
MERVIN WILLY ROBERT Myplanner Professional Services Pty Ltd Current 2018-07-13
CHRIS JOHN CANNON Myplanner Professional Services Pty Ltd Current 2018-07-13
TODD PETER MARTIN Myplanner Professional Services Pty Ltd Current 2018-07-13
NATHAN JOSHUA BOSMAN Myplanner Professional Services Pty Ltd Current 2018-07-13
DANNY PIANTA Myplanner Professional Services Pty Ltd Current 2018-07-13
CLINTON PAUL RAUTNER GILLMAN Myplanner Professional Services Pty Ltd Current 2018-07-13

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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.