DAVID JOHN MARSDEN (Adviser# 000361919) 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 June 21, 2010.
Register Name | Financial Advisers |
Adviser Name | DAVID JOHN MARSDEN |
Adviser Number | 000361919 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 1994 |
Financial Service (AFS) Licence |
Licence# 000237874 PLAN 2 PTY LTD |
Licence ABN | 60010875073 |
Adviser Start Date | 2010-06-21 |
Appointing Representative Name | PLAN 2 PTY LTD |
Appointing Representative Number | 000237874 |
Appointing Representative ABN | 60010875073 |
Memberships | Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Certified Financial Planner (CFP) | FPA |
Diploma of Financial Planning (DFP) | RMIT and Deakin Universities |
Margin Lending and Geared Investments | Kaplan |
Master of Personal Financial Planning (MFinPlan) | University of Southern Queensland |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000237874 | PLAN 2 PTY LTD | 2010-06-21 - | PLAN 2 PTY LTD |
Licence Name | PLAN 2 PTY LTD |
Licence Number | 000237874 |
Licence ABN | 60010875073 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
AMY PURSEHOUSE | Plan 2 Pty Ltd | Current | 2018-08-01 |
CLIVE HAMPSON | Plan 2 Pty Ltd | Current | 2017-05-23 |
JASON RICHARD HENRY POWELL | Plan 2 Pty Ltd | Ceased | 2017-05-08 |
HENRY ROBERT MCGHEE | Plan 2 Pty Ltd | Current | 2015-05-08 |
MEREDITH PAMELA SIRETT | Plan 2 Pty Ltd | Current | 2015-04-30 |
PAUL KEITH JACKSON | Plan 2 Pty Ltd | Current | 2013-09-03 |
LAURA JACKSON | Plan 2 Pty Ltd | Ceased | 2013-02-22 |
SHARYN ANNE CLARK | Plan 2 Pty Ltd | Current | 2010-09-22 |
AMANDA NICOLE MCCALL | Plan 2 Pty Ltd | Current | 2010-03-11 |
ANTHONY LEWIS AVERY | Plan 2 Pty Ltd | Ceased | 2010-03-11 |
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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.