NEIL PHILLIP MCPHERSON (Adviser# 000291540) 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 August 16, 2017.
| Register Name | Financial Advisers |
| Adviser Name | NEIL PHILLIP MCPHERSON |
| Adviser Number | 000291540 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 80683519214 |
| Adviser First Advice Year | 1999 |
| Financial Service (AFS) Licence |
Licence# 000224645 ELDERS FINANCIAL PLANNING PTY LTD |
| Licence ABN | 48007997186 |
| Licence Controlled By |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED ELDERS RURAL SERVICES AUSTRALIA LIMITED |
| Adviser Start Date | 2017-08-16 |
| Appointing Representative Name | ELDERS FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000224645 |
| Appointing Representative ABN | 48007997186 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
| Further Restrictions | Government Debentures, Stocks or Bonds: class of product only. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | FPA |
| Diploma Course of the Securities Institute of Australia | The Securities Institute of Australia |
| Graduate Diploma of Finance | Royal Melbourne Institute of Technology |
| Master of Finance | Royal Melbourne Institute of Technology |
| Provide Advice in SMSFs | Tribeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000224645 |
ELDERS FINANCIAL PLANNING PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED ~ ELDERS RURAL SERVICES AUSTRALIA LIMITED Further restrictions: Government Debentures, Stocks or Bonds: class of product only. |
2017-08-16 - | ELDERS FINANCIAL PLANNING PTY LTD |
| 000411766 |
MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd Further restrictions: Restrictions: Margin lending and general advice only in general insurance products. |
2014-04-02 - 2017-06-23 | MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD |
| 000230764 |
TYNAN MACKENZIE PTY LTD
Licence controlled by: AMP LIMITED |
2010-11-01 - 2014-03-01 | |
| 000237641 |
GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED |
2010-08-27 - 2010-11-01 | |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2008-04-14 - 2010-06-01 |
| Licence Name | ELDERS FINANCIAL PLANNING PTY LTD |
| Licence Number | 000224645 |
| Licence ABN | 48007997186 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KEVIN JOHN MAYNE | Elders Financial Planning Pty Ltd | Current | 2018-08-13 |
| BRETT STEPHENSON | Elders Financial Planning Pty Ltd | Current | 2018-04-13 |
| STEVE SEBASTIAN SALVEMINI | Elders Financial Planning Pty Ltd | Current | 2018-04-06 |
| BISHAL CHHETRI | Elders Financial Planning Pty Ltd | Current | 2018-04-06 |
| MARLENE ZWARTS | Elders Financial Planning Pty Ltd | Current | 2018-03-16 |
| KRISTINA FAYE DUKE | Elders Financial Planning Pty Ltd | Current | 2018-02-14 |
| CLAIRE ELIZABETH RUSSELL | Elders Financial Planning Pty Ltd | Current | 2017-12-06 |
| BRENDEN THOMAS MACLEAN | Elders Financial Planning Pty Ltd | Current | 2017-12-05 |
| SHANE PHILLIP DWYER | Elders Financial Planning Pty Ltd | Current | 2017-10-09 |
| WAYNE FENTON | Elders Financial Planning Pty Ltd | Current | 2017-08-28 |
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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.