JOHN MORGAN (Adviser# 000429769) 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 1, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JOHN MORGAN |
| Adviser Number | 000429769 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000235096 MWL FINANCIAL SERVICES PTY LTD |
| Licence ABN | 22095907574 |
| Adviser Start Date | 2017-05-01 |
| Appointing Representative Name | MWL FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000235096 |
| Appointing Representative ABN | 22095907574 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Pinnacle Financial Services Academy |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000235096 | MWL FINANCIAL SERVICES PTY LTD | 2017-05-01 - | MWL FINANCIAL SERVICES PTY LTD |
| 000234664 |
SMSF ADVICE PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2015-08-04 - 2015-08-04 | SMSF ADVICE PTY LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY 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 products which are either not on the approved product list or Derivatives. |
2015-08-04 - 2017-04-13 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | MWL FINANCIAL SERVICES PTY LTD |
| Licence Number | 000235096 |
| Licence ABN | 22095907574 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GREGORY WALLACE | Mwl Financial Services Pty Ltd | Current | 2018-07-23 |
| FRANCES ANNE HESSE | Mwl Financial Services Pty Ltd | Current | 2018-05-30 |
| JONATHAN FRASER WHITE | Mwl Financial Services Pty Ltd | Current | 2018-05-01 |
| MATTHEW SIMON BRADLEY | Mwl Financial Services Pty Ltd | Current | 2017-10-11 |
| SANDRA MCGILL | Mwl Financial Services Pty Ltd | Ceased | 2017-06-29 |
| TYSON CLAY HOLMES | Mwl Financial Services Pty Ltd | Current | 2017-06-27 |
| ROCCO D'AMELIO | Mwl Financial Services Pty Ltd | Current | 2017-06-05 |
| SIMON HUGH HANLEY | Mwl Financial Services Pty Ltd | Current | 2016-04-07 |
| JOHN PATRICK MACKRELL | Mwl Financial Services Pty Ltd | Current | 2015-09-11 |
| SUSAN HELEN JONES | Mwl Financial Services Pty Ltd | Current | 2015-07-01 |
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.