NATHAN JOSHUA BOSMAN (Adviser# 000448243) 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 13, 2018.
Register Name | Financial Advisers |
Adviser Name | NATHAN JOSHUA BOSMAN |
Adviser Number | 000448243 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2016 |
Financial Service (AFS) Licence |
Licence# 000425542 MYPLANNER PROFESSIONAL SERVICES PTY LTD |
Licence ABN | 51159696830 |
Adviser Start Date | 2018-07-13 |
Appointing Representative Name | MYPLANNER PROFESSIONAL SERVICES PTY LTD |
Appointing Representative Number | 000425542 |
Appointing Representative ABN | 51159696830 |
Memberships | Association of Financial Advisers (AFA) |
Further Restrictions | Advice on superannuation excludes self managed superannuation funds |
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Qualification / Degree | Institute / School |
---|---|
Diploma of Financial Planning | International Institute of Technology |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000425542 |
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Further restrictions: Advice on superannuation excludes self managed superannuation funds |
2018-07-13 - | MYPLANNER PROFESSIONAL SERVICES PTY LTD |
000244597 |
AUSTPLAN PTY LTD
Licence controlled by: The Trustee for DNS FAMILY TRUST ~ Daniel John Renneberg ~ Daniel John Renneberg [Date Ceased: 09/11/2017] Further restrictions: Not authorised to provide Self Managed Superannuation advice |
2017-03-01 - 2018-07-13 | AUSTPLAN PTY LTD |
000449221 |
ALLIANCE WEALTH PTY LTD
Licence controlled by: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 21/02/2018] Further restrictions: Not authorised to provide Self Managed Superannuation advice |
2016-08-02 - 2017-02-28 | PAC FINANCIAL PTY. LTD. |
000480262 | FINANCIAL STEWARDS PTY LTD | 2016-03-29 - 2016-08-01 | PAC FINANCIAL PTY. LTD. |
000239687 |
CHUBB INSURANCE AUSTRALIA LTD
Licence controlled by: CHUBB HOLDINGS AUSTRALIA PTY LIMITED ~ CHUBB INA INTERNATIONAL HOLDINGS LIMITED ~ CHUBB LIMITED |
2014-10-09 - 2016-03-11 | |
000239687 |
CHUBB INSURANCE AUSTRALIA LTD
Licence controlled by: CHUBB HOLDINGS AUSTRALIA PTY LIMITED ~ CHUBB INA INTERNATIONAL HOLDINGS LIMITED ~ CHUBB LIMITED |
2013-11-11 - 2014-09-22 |
Licence Name | MYPLANNER PROFESSIONAL SERVICES PTY LTD |
Licence Number | 000425542 |
Licence ABN | 51159696830 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
MARC SCHNEIDER | Myplanner Professional Services Pty Ltd | Current | 2018-08-28 |
GARETH DAVIES | Myplanner Professional Services Pty Ltd | Current | 2018-08-15 |
LEONARD NORMAN ELIAS | Myplanner Professional Services Pty Ltd | Current | 2018-07-23 |
EVA MARIA WADE | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
MERVIN WILLY ROBERT | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
CHRIS JOHN CANNON | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
TODD PETER MARTIN | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
DANNY PIANTA | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
CLINTON PAUL RAUTNER GILLMAN | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
JOHN LISTON | Myplanner Professional Services Pty Ltd | Current | 2018-07-10 |
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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.