NATHAN WHITFIELD


Licensee: INFOCUS SECURITIES AUSTRALIA PTY LTD

NATHAN WHITFIELD (Adviser# 000444544) 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 21, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name NATHAN WHITFIELD
Adviser Number 000444544
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000236523
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence ABN 47097797049
Licence Controlled By STEINHARDT HOLDINGS PTY LTD
Adviser Start Date 2018-08-21
Appointing Representative Name INFOCUS SECURITIES AUSTRALIA PTY LTD
Appointing Representative Number 000236523
Appointing Representative ABN 47097797049
Further Restrictions SMSF excludes SMSF advice

Authorisations to provide financial product advice

  • NATHAN WHITFIELD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Accredited Listed Product Adviser Program Kaplan Professional
Bachelor of Business (Financial Planning) RMIT University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000236523 INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
Further restrictions: SMSF excludes SMSF advice
2018-08-21 - INFOCUS SECURITIES AUSTRALIA PTY LTD
000307379 PATRON FINANCIAL SERVICES PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
Further restrictions: SMSF excludes advice on Limited Recourse Borrowing Arrangements and advice to setup SMSF
2016-09-15 - 2018-08-20 PATRON FINANCIAL SERVICES PTY LTD
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
Further restrictions: Excluding Self Managed Super Funds. This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform.
2013-09-02 - 2016-08-11 SECURITOR FINANCIAL GROUP LTD

Licensee Information

Licence Name INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence Number 000236523
Licence ABN 47097797049

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JESSICA PAIGE HALL Infocus Securities Australia Pty Ltd Current 2018-08-30
CRAIG STEVEN MELDRUM Infocus Securities Australia Pty Ltd Current 2018-08-22
JEFFREY WILLIAM MITCHELL Infocus Securities Australia Pty Ltd Current 2018-08-22
REGINALD ARTHUR SHERIDAN Infocus Securities Australia Pty Ltd Current 2018-08-21
SCOTT DAVID MALCOLM Infocus Securities Australia Pty Ltd Current 2018-08-21
DAVID WARREN MCNEICE Infocus Securities Australia Pty Ltd Current 2018-08-21
MICHAEL LOUIS SCHEMBRI Infocus Securities Australia Pty Ltd Current 2018-08-21
STEVEN JAMES MARTIN Infocus Securities Australia Pty Ltd Current 2018-08-21
ROSS KONTOMINAS Infocus Securities Australia Pty Ltd Current 2018-08-07
MARK BOYD Infocus Securities Australia Pty Ltd Current 2018-08-07

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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.