MARCUS CHRISTOPHER GRIDLEY

Licensee: GUIDEWAY FINANCIAL SERVICES PTY LTD

MARCUS CHRISTOPHER GRIDLEY (Adviser# 000468818) 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 October 7, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARCUS CHRISTOPHER GRIDLEY
Adviser Number 000468818
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000420367
GUIDEWAY FINANCIAL SERVICES PTY LTD
Licence ABN 46156498538
Adviser Start Date 2016-10-07
Appointing Representative Name GUIDEWAY FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000420367
Appointing Representative ABN 46156498538
Memberships Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)
Further Restrictions Securities - Limited to the Guideway Financial Services authorised product list.

Authorisations to provide financial product advice

  • MARCUS CHRISTOPHER GRIDLEY
  • ·
  • 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
Advanced Diploma of Financial Services (Financial Planning) ThreeSixty
Advanced Diploma of Financial Services (Financial Planning) ThreeSixty
Bachelor of Business Swinburne University
Bachelor of Business Swinburne University
Certified Financial Planner Financial Planning Association of Australia
Certified Financial Planner Financial Planning Association of Australia
Diploma of Financial Services (Financial Planning) ThreeSixty
Diploma of Financial Services (Financial Planning) ThreeSixty
Self Managed Superannuation Funds Kaplan
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000420367 GUIDEWAY FINANCIAL SERVICES PTY LTD
Further restrictions: Securities - Limited to the Guideway Financial Services authorised product list.
2016-10-07 - GUIDEWAY FINANCIAL SERVICES PTY LTD
000237333 VICSUPER PTY LTD
Further restrictions: VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
2015-08-11 - VICSUPER PTY LTD
000436121 APT WEALTH PARTNERS PTY LTD
Licence controlled by: NUT Holdings Pty Ltd ATF NUT Unit Trust
2014-11-17 - 2015-05-06 APT WEALTH PARTNERS PTY LTD
000237333 VICSUPER PTY LTD 2011-05-30 - 2014-11-01
000231127 CRESTONE WEALTH MANAGEMENT LIMITED
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016]
2010-06-30 - 2011-05-29
000238244 CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD
2010-03-01 - 2010-06-29

Licensee Information

Licence Name GUIDEWAY FINANCIAL SERVICES PTY LTD
Licence Number 000420367
Licence ABN 46156498538

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
RICHARD PURCHASE Guideway Financial Services Pty Ltd Current 2018-07-19
CHRISTOPHER PARSONS Guideway Financial Services Pty Ltd Current 2018-07-19
BENJAMIN PETER BASEDOW Guideway Financial Services Pty Ltd Current 2018-07-16
MANOJ PRASAD SHARMA Guideway Financial Services Pty Ltd Current 2018-04-09
JESSICA LOOI Guideway Financial Services Pty Ltd Current 2018-04-03
JEFFREY WATKINS Guideway Financial Services Pty Ltd Current 2018-02-13
CAMERON TEAGUE Guideway Financial Services Pty Ltd Current 2017-12-18
JOHN MULCAHY Guideway Financial Services Pty Ltd Current 2017-12-18
MARTIN GEE Guideway Financial Services Pty Ltd Current 2017-12-07
BRADLEY JAMES PRICE Guideway Financial Services Pty Ltd Current 2017-12-05

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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.