MELANY JO BATLEY

Licensee: SPECTRUM WEALTH ADVISERS PTY LTD

MELANY JO BATLEY (Adviser# 000330302) 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 September 25, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name MELANY JO BATLEY
Adviser Number 000330302
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000334400
SPECTRUM WEALTH ADVISERS PTY LTD
Licence ABN 57134661706
Licence Controlled By Freedom Insurance Group Pty Ltd
Adviser Start Date 2017-09-25
Appointing Representative Name SPECTRUM WEALTH ADVISERS PTY LTD
Appointing Representative Number 000334400
Appointing Representative ABN 57134661706
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Full Advice

Authorisations to provide financial product advice

  • MELANY JO BATLEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Bachelor of Applied Finance Macquarie University
Graduate Certificate in Financial Planning University of the Sunshine Coast
Margin Lending and Geared investment Kaplan Professional Education
Master of Financial Planning University of the Sunshine Coast

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000334400 SPECTRUM WEALTH ADVISERS PTY LTD
Licence controlled by: Freedom Insurance Group Pty Ltd
Further restrictions: Full Advice
2017-09-25 - SPECTRUM WEALTH ADVISERS PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2015-01-01 - 2017-09-22 DOVER FINANCIAL ADVISERS PTY LTD
000224543 FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust
2008-09-24 - 2014-02-21

Licensee Information

Licence Name SPECTRUM WEALTH ADVISERS PTY LTD
Licence Number 000334400
Licence ABN 57134661706

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NALIN BERNARD PERERA Spectrum Wealth Advisers Pty Ltd Current 2018-08-03
JOHN CURLEY Spectrum Wealth Advisers Pty Ltd Current 2018-08-01
ELDHO PAUL Spectrum Wealth Advisers Pty Ltd Current 2018-07-17
HASMUKH GOVIND GHEDIA Spectrum Wealth Advisers Pty Ltd Current 2018-07-13
SUHRID SHETH Spectrum Wealth Advisers Pty Ltd Current 2018-07-11
ARMIN BREAKWELL Spectrum Wealth Advisers Pty Ltd Current 2018-07-09
JENNIFER ANNE HERREEN Spectrum Wealth Advisers Pty Ltd Ceased 2018-07-09
DAVID ANH LE Spectrum Wealth Advisers Pty Ltd Current 2018-07-05
GEOFFREY GARDNER Spectrum Wealth Advisers Pty Ltd Current 2018-06-26
NEIL JAMES BROWN Spectrum Wealth Advisers Pty Ltd Current 2018-06-26

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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.