ANDREW BRIAN POTTS (Adviser# 000468035) 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 June 15, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ANDREW BRIAN POTTS |
| Adviser Number | 000468035 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000422409 SHARTRU WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 46158536871 |
| Adviser Start Date | 2018-06-15 |
| Appointing Representative Name | SHARTRU WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000422409 |
| Appointing Representative ABN | 46158536871 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | Victoria University |
| diploma of financial planning | investment banking institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000422409 | SHARTRU WEALTH MANAGEMENT PTY LTD | 2018-06-15 - | SHARTRU WEALTH MANAGEMENT PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2016-05-04 - 2018-06-14 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000342766 | LIONSGATE FINANCIAL GROUP PTY. LTD. | 2016-02-02 - 2016-05-03 | LIONSGATE FINANCIAL GROUP PTY. LTD. |
| 000433250 | WEALTH & RISK MANAGEMENT PTY LTD | 2015-04-17 - 2016-02-01 | WEALTH & RISK MANAGEMENT PTY LTD |
| 000278161 | THE COMPLETE PLANNER PTY LTD | 2014-12-22 - 2015-03-16 | ANDREW BRIAN POTTS |
| 000321191 | GOLDEN FINANCIAL GROUP PTY LTD | 2014-10-31 - 2014-12-19 | ANDREW BRIAN POTTS |
| Licence Name | SHARTRU WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000422409 |
| Licence ABN | 46158536871 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| IAN MCKENZIE | Shartru Wealth Management Pty Ltd | Current | 2018-08-17 |
| ALAN DAVID HENDERSON | Shartru Wealth Management Pty Ltd | Current | 2018-07-17 |
| JASON MCNAMARA | Shartru Wealth Management Pty Ltd | Current | 2018-07-02 |
| YEW KHENG LIM | Shartru Wealth Management Pty Ltd | Current | 2018-07-02 |
| LANCELOT CRAIG SMITH | Shartru Wealth Management Pty Ltd | Current | 2018-06-30 |
| STEVEN KLACAR | Shartru Wealth Management Pty Ltd | Current | 2018-06-26 |
| SYED MOHAMMAD | Shartru Wealth Management Pty Ltd | Current | 2018-06-25 |
| DAHL ANDREW DREW | Shartru Wealth Management Pty Ltd | Current | 2018-06-22 |
| KATHERINE MCARTHUR | Shartru Wealth Management Pty Ltd | Current | 2018-06-18 |
| ANDREW MARK SMITH | Shartru Wealth Management Pty Ltd | Current | 2018-06-07 |
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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.