MERRICK CHARLES SHIPP (Adviser# 000246145) 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 1, 2009.
| Register Name | Financial Advisers |
| Adviser Name | MERRICK CHARLES SHIPP |
| Adviser Number | 000246145 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1996 |
| Financial Service (AFS) Licence |
Licence# 000334846 PWM ADVISOR SERVICES PTY LTD |
| Licence ABN | 16133921187 |
| Adviser Start Date | 2009-07-01 |
| Appointing Representative Name | PWM ADVISOR SERVICES PTY LTD |
| Appointing Representative Number | 000334846 |
| Appointing Representative ABN | 16133921187 |
| Memberships |
Fellow Financial Institute of Australia Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Australian Institute Banking and Finance | Banker's Institute/RMIT |
| Diploma Financial Planning | Financial Planning Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000334846 | PWM ADVISOR SERVICES PTY LTD | 2009-07-01 - | PWM ADVISOR SERVICES PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2003-12-01 - 2009-06-30 | MERRICK CHARLES SHIPP |
| Licence Name | PWM ADVISOR SERVICES PTY LTD |
| Licence Number | 000334846 |
| Licence ABN | 16133921187 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID SCOTT HARRISON | Pwm Advisor Services Pty Ltd | Current | 2018-02-13 |
| DAVID WILLIAM JOHN FORREST | Pwm Advisor Services Pty Ltd | Current | 2015-02-26 |
| MATTHEW DANIEL ANDERSON | Pwm Advisor Services Pty Ltd | Current | 2012-06-01 |
| CHRISTOPHER JOHN LAUNER | Pwm Advisor Services Pty Ltd | Current | 2009-09-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID SCOTT HARRISON | Pwm Advisor Services Pty Ltd | Current | 2018-02-13 |
| DAVID WILLIAM JOHN FORREST | Pwm Advisor Services Pty Ltd | Current | 2015-02-26 |
| MATTHEW DANIEL ANDERSON | Pwm Advisor Services Pty Ltd | Current | 2012-06-01 |
| CHRISTOPHER JOHN LAUNER | Pwm Advisor Services Pty Ltd | Current | 2009-09-01 |
Please comment or provide details below to improve the information on .
| 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.