MICHELE PURVIS (Adviser# 000440807) 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 1, 2018.
Register Name | Financial Advisers |
Adviser Name | MICHELE PURVIS |
Adviser Number | 000440807 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2013 |
Financial Service (AFS) Licence |
Licence# 000427484 MYONLINEADVISERS PTY LTD |
Licence ABN | 85159942828 |
Adviser Start Date | 2018-07-01 |
Appointing Representative Name | VIDEN WEALTH PTY LTD |
Appointing Representative Number | 001264878 |
Appointing Representative ABN | 38625197211 |
Memberships |
CPA Australia (CPA) SMSF Association |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Business | Kuring-gai College of Advanced Education |
Certificate IV in Finance and Mortgage Broking | Kaplan Professional Education |
Certificate in Self Managed Super Funds | Kaplan Professional Education |
Graduate Diploma of Financial Planning | Kaplan Professional Education |
Tier 1 Margin Lending Personal Advice | Kaplan Professional |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000427484 | MYONLINEADVISERS PTY LTD | 2018-07-01 - | VIDEN WEALTH PTY LTD |
000236523 |
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD |
2016-08-02 - 2018-06-30 | INFOCUS SECURITIES AUSTRALIA PTY LTD |
000254544 |
GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED |
2014-05-26 - 2016-08-01 | GPS WEALTH LTD |
000231103 |
FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence controlled by: FIDUCIAN GROUP LIMITED |
2013-06-20 - 2014-05-23 | MICHELE PURVIS |
Licence Name | MYONLINEADVISERS PTY LTD |
Licence Number | 000427484 |
Licence ABN | 85159942828 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
ANDREW BOWKER | Myonlineadvisers Pty Ltd | Current | 2018-08-23 |
BRIAN MARK SAYERS | Myonlineadvisers Pty Ltd | Current | 2018-08-03 |
DOMINIQUE BERGEL-GRANT | Myonlineadvisers Pty Ltd | Current | 2018-06-09 |
LUKE SELFE | Myonlineadvisers Pty Ltd | Ceased | 2018-04-05 |
THERESE JARRETT | Myonlineadvisers Pty Ltd | Ceased | 2018-03-27 |
LUKE MCNAMARA | Myonlineadvisers Pty Ltd | Current | 2017-11-27 |
BILLIE MILONAS | Myonlineadvisers Pty Ltd | Ceased | 2017-11-13 |
VINCE PANAGIOTIDIS | Myonlineadvisers Pty Ltd | Current | 2017-09-06 |
KYLE SUTTON | Myonlineadvisers Pty Ltd | Ceased | 2017-09-06 |
SANG CHA | Myonlineadvisers Pty Ltd | Ceased | 2017-08-28 |
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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.