MARLENE ZWARTS (Adviser# 000336272) 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 March 16, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MARLENE ZWARTS |
| Adviser Number | 000336272 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2009 |
| 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 | 2018-03-16 |
| Appointing Representative Name | ELDERS FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000224645 |
| Appointing Representative ABN | 48007997186 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Government Debentures, Stocks or Bonds: class of product only |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program | Kaplan |
| Advanced Diploma of Financial Planning | Kaplan |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional |
| Margin Lending and Geared Investments | Kaplan |
| Self Managed Superannuation Funds | Kaplan |
| 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 |
2018-03-16 - | ELDERS FINANCIAL PLANNING PTY LTD |
| 000244252 |
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Government Debentures, Stocks or Bonds: class of product only. |
2017-10-09 - 2018-02-28 | MILLENNIUM 3 FINANCIAL SERVICES PTY LTD |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2017-06-13 - 2017-08-18 | GWM ADVISER SERVICES LIMITED |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD Further restrictions: This Authorised Representative is not authorised to provide advice in Self Managed Superannuation Funds. |
2016-10-07 - 2017-06-02 | LONSDALE FINANCIAL GROUP LIMITED |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2009-03-27 - 2016-08-10 | COUNT FINANCIAL LIMITED |
| 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 |
| 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 |
| NEIL PHILLIP MCPHERSON | Elders Financial Planning Pty Ltd | Current | 2017-08-16 |
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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.