AUDRA BEERLING

Licensee: MACQUARIE EQUITIES LIMITED

AUDRA BEERLING (Adviser# 000340223) 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 October 17, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name AUDRA BEERLING
Adviser Number 000340223
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000237504
MACQUARIE EQUITIES LIMITED
Licence ABN 41002574923
Licence Controlled By MACQUARIE GROUP LIMITED
Adviser Start Date 2017-10-17
Appointing Representative Name MACQUARIE EQUITIES LIMITED
Appointing Representative Number 000237504
Appointing Representative ABN 41002574923
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • AUDRA BEERLING
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Financial Planning) (Qualification) University of the Sunshine Coast (USC)
Certificate IV in Finance and Mortgage Broking AAMC Training Group
Diploma of Financial Services (Financial Planning) Investment Banking Institute (IBI)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237504 MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED
2017-10-17 - MACQUARIE EQUITIES LIMITED
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2012-08-15 - 2017-10-11 AMP FINANCIAL PLANNING PTY LIMITED
000244252 MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2011-10-19 - 2012-08-12
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2009-08-21 - 2011-10-19

Licensee Information

Licence Name MACQUARIE EQUITIES LIMITED
Licence Number 000237504
Licence ABN 41002574923

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MIN YAN Macquarie Equities Limited Current 2018-08-27
WILLIAM VICTOR MOLONEY Macquarie Equities Limited Current 2018-07-20
KELLY ANNE DAWN COX Macquarie Equities Limited Current 2018-07-17
YIN WANG Macquarie Equities Limited Current 2018-07-13
NATHAN MICHAEL PERKS Macquarie Equities Limited Current 2018-07-10
NICOLA DEVEREUX YOUNGER Macquarie Equities Limited Current 2018-07-05
STUART MCINTOSH Macquarie Equities Limited Current 2018-06-25
DAVID GEOFFREY MELVILLE Macquarie Equities Limited Current 2018-06-15
MARTINA ANN LUCEY Macquarie Equities Limited Ceased 2018-05-29
RENEE CONDYLIS Macquarie Equities Limited Current 2018-05-04

Competitor

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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.