NOELIA CUSTODIO PINTO


Licensee: MERIT WEALTH PTY LTD

NOELIA CUSTODIO PINTO (Adviser# 000418519) 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 20, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name NOELIA CUSTODIO PINTO
Adviser Number 000418519
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000409361
MERIT WEALTH PTY LTD
Licence ABN 89125557002
Licence Controlled By EASTON INVESTMENTS LIMITED
Adviser Start Date 2018-08-20
Appointing Representative Name MERIT WEALTH PTY LTD
Appointing Representative Number 000409361
Appointing Representative ABN 89125557002
Memberships Financial Planning Association of Australia (FPA)
Institute of Chartered Accountants
SMSF Association
Tax Practitioners' Board
Further Restrictions Financial Product Advice is limited to SMSF - Product class advice is limited to SMSF - Product class advice on superannuation

Authorisations to provide financial product advice

  • NOELIA CUSTODIO PINTO
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce ANU
Diploma of Financial Services PS146 Training Aust
Graduate Diploma in Company Secretarial Practice Chartered Secretaries Australia
SMSF Specialist Adviser SMSF Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000409361 MERIT WEALTH PTY LTD
Licence controlled by: EASTON INVESTMENTS LIMITED
Further restrictions: Financial Product Advice is limited to SMSF - Product class advice is limited to SMSF - Product class advice on superannuation
2018-08-20 - MERIT WEALTH PTY LTD
000409424 ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence controlled by: ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD [Date Ceased: 03/11/2017] ~ Aura Group Holdings Pte. Ltd
2017-12-11 - 2018-07-27 ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
000430062 SMSF ADVISERS NETWORK PTY LTD
Licence controlled by: NATIONAL TAX & ACCOUNTANTS' ASSOCIATION LIMITED
2016-07-01 - 2017-12-08 SMSF ADVISERS NETWORK PTY LTD
000234459 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED
2012-03-07 - 2015-07-31 AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD

Licensee Information

Licence Name MERIT WEALTH PTY LTD
Licence Number 000409361
Licence ABN 89125557002

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHARBEL CHIDIAC Merit Wealth Pty Ltd Current 2018-08-21
KELSEY LAWRENCE Merit Wealth Pty Ltd Current 2018-08-21
JUSTINE VORICH Merit Wealth Pty Ltd Current 2018-08-21
JOANNA KATE SCRIMA Merit Wealth Pty Ltd Current 2018-08-09
JAMES BALL Merit Wealth Pty Ltd Current 2018-08-06
ROHAN GEOFFREY GRIFFITHS Merit Wealth Pty Ltd Current 2018-07-30
WASALA MUDIYANSELAGE CHARITHA PRASANN WASALA Merit Wealth Pty Ltd Current 2018-07-30
DAVID JOHN SCOTT Merit Wealth Pty Ltd Current 2018-07-27
LILIAN FISHER Merit Wealth Pty Ltd Current 2018-07-27
SARAH PENELOPE DAVIE Merit Wealth Pty Ltd Current 2018-07-27

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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.