KELLY LOUISE MEZGER

Licensee: WEALTH TODAY PTY LTD

KELLY LOUISE MEZGER (Adviser# 000321621) 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 November 10, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name KELLY LOUISE MEZGER
Adviser Number 000321621
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000340289
WEALTH TODAY PTY LTD
Licence ABN 62133393263
Licence Controlled By SPRING FG LIMITED
Adviser Start Date 2016-11-10
Appointing Representative Name MEZ SERVICES PTY LTD
Appointing Representative Number 001249574
Further Restrictions Same as licensee excluding Margin Lending and Securities

Authorisations to provide financial product advice

  • KELLY LOUISE MEZGER
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Certificate IV in Financial Services (Finance/Mortgage Broking) TAFE
Diploma of Financial Planning FNS50611 AAMC
Diploma of Financial Services AAMC Training Group

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000340289 WEALTH TODAY PTY LTD
Licence controlled by: SPRING FG LIMITED
Further restrictions: Same as licensee excluding Margin Lending and Securities
2016-11-10 - MEZ SERVICES PTY LTD
000340289 WEALTH TODAY PTY LTD
Licence controlled by: SPRING FG LIMITED
Further restrictions: ame as licencee excluding margin lending and securities and SMSF
2016-02-08 - 2016-11-09 WEALTH TODAY PTY LTD
000244252 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Managed Investments: within Superannuation only - IDPS excluded; Superannuation - Not Authorised to provide SMSF advice.
2010-09-10 - 2016-02-04 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
000226403 AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTD 2008-01-24 - 2008-06-16

Licensee Information

Licence Name WEALTH TODAY PTY LTD
Licence Number 000340289
Licence ABN 62133393263

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRADLEY COCHRANE Wealth Today Pty Ltd Current 2018-08-29
DANIEL THOMPSON Wealth Today Pty Ltd Current 2018-08-16
JULIAN SHANE MUSGRAVE Wealth Today Pty Ltd Current 2018-08-15
PAUL MAGIATIS Wealth Today Pty Ltd Current 2018-08-15
BRIAN RODNEY CORNELL Wealth Today Pty Ltd Current 2018-07-24
JAMES PETER HENDERSON Wealth Today Pty Ltd Current 2018-07-06
MATTHEW PERRY Wealth Today Pty Ltd Current 2018-07-06
TRENT BURTON SAMPSON Wealth Today Pty Ltd Current 2018-07-06
ROSS WILLIAM LEDGER Wealth Today Pty Ltd Current 2018-07-06
BERNARD DOBSON Wealth Today Pty Ltd Current 2018-07-06

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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.