MARGARET FRANKLIN


Licensee: ADVOCATE ADVISORY PTY. LTD.

MARGARET FRANKLIN (Adviser# 000396308) 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 May 22, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARGARET FRANKLIN
Adviser Number 000396308
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000405576
ADVOCATE ADVISORY PTY. LTD.
Licence ABN 14150153503
Adviser Start Date 2013-05-22
Appointing Representative Name ADVOCATE ADVISORY PTY. LTD.
Appointing Representative Number 000405576
Appointing Representative ABN 14150153503

Authorisations to provide financial product advice

  • MARGARET FRANKLIN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business University of Southern Queensland
Diploma of Financial Services Finsia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000405576 ADVOCATE ADVISORY PTY. LTD. 2013-05-22 - ADVOCATE ADVISORY PTY. LTD.
000225982 AUSTRALIAN PLANNING SERVICES PTY LTD
Licence controlled by: HEINE BROTHERS PTY LTD ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 09/11/2017] ~ Michael Max HEINE
2012-08-01 - 2013-05-22 MARGARET FRANKLIN
000402685 MORRISON CARR FINANCIAL SERVICES PTY LIMITED 2011-07-01 - 2012-07-25 MARGARET FRANKLIN
000234716 MORRISON CARR AUSTRALIA PTY LIMITED 2011-01-05 - 2011-06-30 MARGARET FRANKLIN

Licensee Information

Licence Name ADVOCATE ADVISORY PTY. LTD.
Licence Number 000405576
Licence ABN 14150153503

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
COLIN BRUCE PETTIGREW Advocate Advisory Pty. Ltd. Current 2018-03-19
ANDREW BOWRING Advocate Advisory Pty. Ltd. Current 2018-01-22
ERIK DONERT Advocate Advisory Pty. Ltd. Current 2017-12-07
GILLIAN RODE Advocate Advisory Pty. Ltd. Current 2017-12-07
LOU D'ORAZIO Advocate Advisory Pty. Ltd. Current 2017-11-17
IAN LEONARD CHAPMAN Advocate Advisory Pty. Ltd. Ceased 2017-11-06
PETER JACKSON Advocate Advisory Pty. Ltd. Current 2016-06-17
MICHAEL JOSEPH HARKIN Advocate Advisory Pty. Ltd. Current 2014-12-16
JASON VALENTINE DAVIS Advocate Advisory Pty. Ltd. Current 2011-10-19
WILLIAM LOUIS VINCENT SCHIRALLI Advocate Advisory Pty. Ltd. Current 2011-09-30

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Dataset Information


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.