ADAM BENNETT (Adviser# 000364366) 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 August 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ADAM BENNETT |
| Adviser Number | 000364366 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000485363 WIZDOM WEALTH PTY LTD |
| Licence Controlled By |
The Trustee for The Wizdom Group Trust Wizdom Corporate Pty Ltd Pim John VAN GESTEL [Date Ceased: 22/05/2018] |
| Adviser Start Date | 2018-08-01 |
| Appointing Representative Name | WIZDOM WEALTH PTY LTD |
| Appointing Representative Number | 000485363 |
| Memberships | AFP - Financial Planner (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Diploma of Financial Services (financial planning) | Kaplan Professional |
| Matgin Lending and Geared Investments | Kaplan Professional |
| Self Managed Superannuation Funds | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000485363 |
WIZDOM WEALTH PTY LTD
Licence controlled by: The Trustee for The Wizdom Group Trust ~ Wizdom Corporate Pty Ltd ~ Pim John VAN GESTEL [Date Ceased: 22/05/2018] |
2018-08-01 - | WIZDOM WEALTH PTY LTD |
| 000425542 | MYPLANNER PROFESSIONAL SERVICES PTY LTD | 2017-06-30 - 2018-08-01 | MYPLANNER PROFESSIONAL SERVICES PTY LTD |
| 000345905 | MYPLANNER AUSTRALIA PTY LTD | 2016-05-17 - 2017-06-30 | MYPLANNER AUSTRALIA PTY LTD |
| 000414256 |
AIW DEALER SERVICES PTY LTD
Licence controlled by: ASTUTE HOLDINGS GROUP PTY LTD |
2016-01-11 - 2016-05-16 | AIW DEALER SERVICES PTY LTD |
| 000232705 |
HILLROSS FINANCIAL SERVICES 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. |
2012-09-13 - 2016-01-08 | HILLROSS FINANCIAL SERVICES LIMITED |
| 000229537 | PRIMEPLAN SECURITIES PTY LTD | 2012-06-26 - 2012-09-13 | |
| 000236839 | W B FINANCIAL MANAGEMENT PTY LTD | 2010-07-02 - 2011-06-03 |
| Licence Name | WIZDOM WEALTH PTY LTD |
| Licence Number | 000485363 |
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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.