SEAN MORDAUNT


Licensee: THE ADVICE EXCHANGE PTY LTD

SEAN MORDAUNT (Adviser# 000354033) 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 April 10, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SEAN MORDAUNT
Adviser Number 000354033
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1992
Financial Service (AFS) Licence Licence# 000278937
THE ADVICE EXCHANGE PTY LTD
Licence ABN 55107629194
Licence Controlled By ADVICE EXCHANGE SOLUTIONS PTY LTD
Adviser Start Date 2018-04-10
Appointing Representative Name THE ADVICE EXCHANGE PTY LTD
Appointing Representative Number 000278937
Appointing Representative ABN 55107629194
Memberships Association of Independently Owned Financial Professionals (AIOFP)
Further Restrictions Excludes ability to provide advice on Self Managed Superannuation Funds and Credit

Authorisations to provide financial product advice

  • SEAN MORDAUNT
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Master of Business Administration Southern Cross University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000278937 THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD
Further restrictions: Excludes ability to provide advice on Self Managed Superannuation Funds and Credit
2018-04-10 - THE ADVICE EXCHANGE PTY LTD
000283049 SPECIALIST ADVICE SERVICES PTY LTD
Licence controlled by: SUPER ADVICE CORPORATE SERVICES PTY LTD
Further restrictions: MIS limited to IDPS only
2016-07-01 - 2018-04-09 HEALTH WEALTH & TIME LIMITED
000246638 INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD
2010-05-05 - 2016-07-04 INTERPRAC FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name THE ADVICE EXCHANGE PTY LTD
Licence Number 000278937
Licence ABN 55107629194

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANJANEYA REDDY BASUPALLI The Advice Exchange Pty Ltd Current 2018-08-31
BACH PHAM The Advice Exchange Pty Ltd Current 2018-07-30
LACHLAN JAMES ANDERSON The Advice Exchange Pty Ltd Current 2018-07-23
SUSANNE NICOLE MARRO The Advice Exchange Pty Ltd Current 2018-07-18
BELINDA LEE PAYNE The Advice Exchange Pty Ltd Current 2018-07-09
BENJAMIN JAMES AYRIS The Advice Exchange Pty Ltd Current 2018-06-29
PAUL FRANCIS MCSHANE The Advice Exchange Pty Ltd Current 2018-06-01
ANTHONY GETSON The Advice Exchange Pty Ltd Ceased 2017-12-02
ADRIAN JOHN CASSIDY The Advice Exchange Pty Ltd Ceased 2017-12-02
GUY CHARLES ADAMSON The Advice Exchange Pty Ltd Current 2017-12-01

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.