FRANK MERCURIO (Adviser# 000407427) 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 February 9, 2018.
| Register Name | Financial Advisers |
| Adviser Name | FRANK MERCURIO |
| Adviser Number | 000407427 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000231138 FINANCIAL WISDOM LIMITED |
| Licence ABN | 70006646108 |
| Licence Controlled By | COMMONWEALTH BANK OF AUSTRALIA |
| Adviser Start Date | 2018-02-09 |
| Appointing Representative Name | FINANCIAL WISDOM LIMITED |
| Appointing Representative Number | 000231138 |
| Appointing Representative ABN | 70006646108 |
| Memberships | Association of Financial Advisers (AFA) |
| Further Restrictions | Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | International Institute of Technology |
| Certificate IV Finance and Mortgage | Finance & Related Services Training Academy |
| Diploma of Financial Services (Financial Planning) | International Institute of Technology |
| IIT: Principles in Self Managed Superannuation Funds | International Institute of Technology |
| Margin Lending & Geared Investments | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending |
2018-02-09 - | FINANCIAL WISDOM LIMITED |
| 000238030 | WEALTHSURE PTY LTD | 2011-06-30 - 2013-05-21 | |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2006-08-30 - 2018-02-06 | CHARTER FINANCIAL PLANNING LIMITED |
| Licence Name | FINANCIAL WISDOM LIMITED |
| Licence Number | 000231138 |
| Licence ABN | 70006646108 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID MICHAEL FREAKLEY | Financial Wisdom Limited | Current | 2018-08-31 |
| LUKE HANSON | Financial Wisdom Limited | Current | 2018-08-29 |
| HUGH JAMES CAMPBELL | Financial Wisdom Limited | Current | 2018-08-13 |
| MICHAEL HUGH MCGOWAN | Financial Wisdom Limited | Current | 2018-06-29 |
| DAVID BRUCE NIMMO | Financial Wisdom Limited | Current | 2018-06-26 |
| CHENG SHEN | Financial Wisdom Limited | Current | 2018-06-26 |
| NICKY JAMES LOGAN | Financial Wisdom Limited | Current | 2018-06-22 |
| RAYNARDO BRIAN HEINRICH | Financial Wisdom Limited | Current | 2018-06-21 |
| ALEX KAH MING HO | Financial Wisdom Limited | Current | 2018-06-07 |
| JULIE LOGAN | Financial Wisdom Limited | Current | 2018-05-29 |
Please comment or provide details below to improve the information on .
| 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.