ROBERT BRUCE FRANKLIN (Adviser# 000390463) 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 July 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT BRUCE FRANKLIN |
| Adviser Number | 000390463 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000491619 WEALTH MANAGEMENT MATTERS PTY LTD |
| Licence ABN | 34612767807 |
| Adviser Start Date | 2018-07-01 |
| Appointing Representative Name | MCCONACHIE STEDMAN FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000340003 |
| Memberships | FINSIA |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | University of England |
| Diploma of Finance and Mortgage Broking Management | Kaplan |
| Margin Lending Tier 1 | Deakin Prime Corporate Education |
| Master of Personal Finance Planning | The Council of the University of Southern Queensland |
| SMSF Retirement Essentials | The University of Adelaide |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000491619 | WEALTH MANAGEMENT MATTERS PTY LTD | 2018-07-01 - | MCCONACHIE STEDMAN FINANCIAL PLANNING PTY LTD |
| 000274484 |
HENDERSON MATUSCH PTY LTD
Licence controlled by: Access Management Pty Ltd ATF Matusch Family Trust Further restrictions: Providing credit assistance and credit services by way of a credit contract or consumer lease. |
2013-07-30 - 2018-06-30 | MCCONACHIE STEDMAN FINANCIAL PLANNING PTY LTD |
| Licence Name | WEALTH MANAGEMENT MATTERS PTY LTD |
| Licence Number | 000491619 |
| Licence ABN | 34612767807 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STEVEN JOHN KIRKMAN | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| SCOTT ANDREW MAROSKE | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| PETER ROBERT MCCULLOUGH | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| JERAMIA JAMES READING | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| ROBYN AIDEEN HATCH | Wealth Management Matters Pty Ltd | Current | 2018-02-07 |
| ANTHONY BAZZANA | Wealth Management Matters Pty Ltd | Current | 2018-02-07 |
| LUCILLE ROSE HERNANDEZ | Wealth Management Matters Pty Ltd | Current | 2017-10-26 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STEVEN JOHN KIRKMAN | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| SCOTT ANDREW MAROSKE | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| PETER ROBERT MCCULLOUGH | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| JERAMIA JAMES READING | Wealth Management Matters Pty Ltd | Current | 2018-07-01 |
| ROBYN AIDEEN HATCH | Wealth Management Matters Pty Ltd | Current | 2018-02-07 |
| ANTHONY BAZZANA | Wealth Management Matters Pty Ltd | Current | 2018-02-07 |
| LUCILLE ROSE HERNANDEZ | Wealth Management Matters Pty Ltd | Current | 2017-10-26 |
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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.