MATTHEW JOHN MILNES (Adviser# 000386285) 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 23, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MATTHEW JOHN MILNES |
| Adviser Number | 000386285 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000434899 BALMEDIE FINANCIAL PTY LTD |
| Licence ABN | 81159803415 |
| Adviser Start Date | 2018-08-23 |
| Appointing Representative Name | BALMEDIE FINANCIAL PTY LTD |
| Appointing Representative Number | 000434899 |
| Appointing Representative ABN | 81159803415 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma Of Financial Planning | Kaplan Professional Education |
| Diploma of Financial Services | Kaplan Professional Education |
| Graduate Diploma in Financial Planning | Kaplan Professional Education |
| Margin Lending and Geared Investments | Kaplan Professional Education |
| Self Managed Superannuation Funds | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000434899 | BALMEDIE FINANCIAL PTY LTD | 2018-08-23 - | BALMEDIE FINANCIAL PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2013-01-03 - 2017-11-08 | SECURITOR FINANCIAL GROUP LTD |
| 000301642 | CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD | 2010-10-27 - 2011-05-13 | |
| 000246411 | QUINN FINANCIAL PLANNING PTY LTD | 2009-08-01 - 2010-10-15 |
| Licence Name | BALMEDIE FINANCIAL PTY LTD |
| Licence Number | 000434899 |
| Licence ABN | 81159803415 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MELISSA SMITH | Balmedie Financial Pty Ltd | Current | 2018-08-02 |
| RICHARD WALTER SHEARGOLD | Balmedie Financial Pty Ltd | Current | 2013-05-20 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MELISSA SMITH | Balmedie Financial Pty Ltd | Current | 2018-08-02 |
| RICHARD WALTER SHEARGOLD | Balmedie Financial Pty Ltd | Current | 2013-05-20 |
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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.