PATRICK HARRISON (Adviser# 000361864) 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 14, 2016.
| Register Name | Financial Advisers |
| Adviser Name | PATRICK HARRISON |
| Adviser Number | 000361864 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000422854 MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Licence ABN | 97158645624 |
| Licence Controlled By | MORTGAGE CHOICE LIMITED |
| Adviser Start Date | 2016-03-14 |
| Appointing Representative Name | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Appointing Representative Number | 000422854 |
| Appointing Representative ABN | 97158645624 |
| Memberships | Association of Financial Advisers (AFA) |
| Further Restrictions | Self Managed Superannuation Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Mentor Education Pty Ltd |
| Diploma of Financial Services (Financial Planning) | Tribeca |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000422854 |
MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence controlled by: MORTGAGE CHOICE LIMITED Further restrictions: Self Managed Superannuation Funds |
2016-03-14 - | MORTGAGE CHOICE FINANCIAL PLANNING PTY 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. |
2014-07-15 - 2016-03-01 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2011-02-11 - 2014-04-26 | |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2010-03-20 - 2011-02-01 | |
| 000234527 |
AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2007-12-10 - 2010-03-10 |
| Licence Name | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Licence Number | 000422854 |
| Licence ABN | 97158645624 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARCUS AARON NETTO | Mortgage Choice Financial Planning Pty Limited | Current | 2018-06-14 |
| ALEX NATHAN JORGENSEN | Mortgage Choice Financial Planning Pty Limited | Current | 2018-02-14 |
| JESSICA CASEY CURTIS | Mortgage Choice Financial Planning Pty Limited | Current | 2018-02-06 |
| HANA CELIA NATAPRAWIRA | Mortgage Choice Financial Planning Pty Limited | Current | 2017-12-14 |
| ANDREW DAVID LANE | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-10-05 |
| JOSHUA MECHIELSEN | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-07-14 |
| BENJAMIN TAYLOR LEYSHON | Mortgage Choice Financial Planning Pty Limited | Current | 2017-06-14 |
| AARON NICHOLAS BIRD | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-03-17 |
| BRYAN MCGUINNESS | Mortgage Choice Financial Planning Pty Limited | Current | 2017-01-20 |
| ADAM FRANCIS GOTSALKS | Mortgage Choice Financial Planning Pty Limited | Current | 2016-11-09 |
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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.