MICHELLE ELIZABETH PENN (Adviser# 000429501) 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 3, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MICHELLE ELIZABETH PENN |
| Adviser Number | 000429501 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000353848 JOHNSONS MME FINANCIAL ADVISORY PTY LTD |
| Licence ABN | 30141828033 |
| Adviser Start Date | 2017-07-03 |
| Appointing Representative Name | JOHNSONS MME FINANCIAL ADVISORY PTY LTD |
| Appointing Representative Number | 000353848 |
| Appointing Representative ABN | 30141828033 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program | Kaplan |
| Bachelor of Commerce (Financial Planning) | Deakin University |
| Margin Lending | Knowledge and Skills - Kaplan |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000353848 | JOHNSONS MME FINANCIAL ADVISORY PTY LTD | 2017-07-03 - | JOHNSONS MME FINANCIAL ADVISORY PTY LTD |
| 000225216 |
HNW PLANNING PTY LTD
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED |
2015-07-20 - 2015-10-07 | HNW PLANNING PTY LTD |
| 000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED 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. |
2014-05-30 - 2015-06-30 | GENESYS WEALTH ADVISERS LIMITED |
| 000230560 | QUADRANT SECURITIES PTY LTD | 2012-10-15 - 2014-05-30 | MICHELLE ELIZABETH PENN |
| Licence Name | JOHNSONS MME FINANCIAL ADVISORY PTY LTD |
| Licence Number | 000353848 |
| Licence ABN | 30141828033 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL ATKIN | Johnsons Mme Financial Advisory Pty Ltd | Current | 2018-01-15 |
| LUKE ALEXANDER FITRIDGE | Johnsons Mme Financial Advisory Pty Ltd | Ceased | 2016-07-04 |
| DANIEL SALMON | Johnsons Mme Financial Advisory Pty Ltd | Current | 2013-06-21 |
| CAMERON DIFFEY | Johnsons Mme Financial Advisory Pty Ltd | Current | 2010-07-01 |
| GRANT LLOYD RICHARD LEWIS | Johnsons Mme Financial Advisory Pty Ltd | Current | 2010-07-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL ATKIN | Johnsons Mme Financial Advisory Pty Ltd | Current | 2018-01-15 |
| LUKE ALEXANDER FITRIDGE | Johnsons Mme Financial Advisory Pty Ltd | Ceased | 2016-07-04 |
| DANIEL SALMON | Johnsons Mme Financial Advisory Pty Ltd | Current | 2013-06-21 |
| CAMERON DIFFEY | Johnsons Mme Financial Advisory Pty Ltd | Current | 2010-07-01 |
| GRANT LLOYD RICHARD LEWIS | Johnsons Mme Financial Advisory Pty Ltd | Current | 2010-07-01 |
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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.