RICHARD WALTER SHEARGOLD (Adviser# 000267354) 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 May 20, 2013.
| Register Name | Financial Advisers |
| Adviser Name | RICHARD WALTER SHEARGOLD |
| Adviser Number | 000267354 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000434899 BALMEDIE FINANCIAL PTY LTD |
| Licence ABN | 81159803415 |
| Adviser Start Date | 2013-05-20 |
| Appointing Representative Name | BALMEDIE FINANCIAL PTY LTD |
| Appointing Representative Number | 000434899 |
| Appointing Representative ABN | 81159803415 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Finance | UNE |
| CPA | Association of CPA's |
| Diploma of Financial Planning | FPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000434899 | BALMEDIE FINANCIAL PTY LTD | 2013-05-20 - | BALMEDIE FINANCIAL PTY LTD |
| 000416711 | VAN EYK ADVICE SERVICES PTY LIMITED | 2012-03-26 - 2013-08-13 | RICHARD WALTER SHEARGOLD |
| 000301642 | CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD | 2006-07-07 - 2012-03-22 | RICHARD WALTER SHEARGOLD |
| Licence Name | BALMEDIE FINANCIAL PTY LTD |
| Licence Number | 000434899 |
| Licence ABN | 81159803415 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MATTHEW JOHN MILNES | Balmedie Financial Pty Ltd | Current | 2018-08-23 |
| MELISSA SMITH | Balmedie Financial Pty Ltd | Current | 2018-08-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MATTHEW JOHN MILNES | Balmedie Financial Pty Ltd | Current | 2018-08-23 |
| MELISSA SMITH | Balmedie Financial Pty Ltd | Current | 2018-08-02 |
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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.