IAN MCDONALD (Adviser# 000468857) 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 31, 2016.
| Register Name | Financial Advisers |
| Adviser Name | IAN MCDONALD |
| Adviser Number | 000468857 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000344628 FINANCIAL MASTERPLAN PTY LTD |
| Licence ABN | 88133306251 |
| Licence Controlled By | NJFAS PTY. LTD. |
| Adviser Start Date | 2016-08-31 |
| Appointing Representative Name | FINANCIAL MASTERPLAN PTY LTD |
| Appointing Representative Number | 000344628 |
| Appointing Representative ABN | 88133306251 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Monarch Institute |
| Bachelor of Business | Queensland University of Technology |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000344628 |
FINANCIAL MASTERPLAN PTY LTD
Licence controlled by: NJFAS PTY. LTD. |
2016-08-31 - | FINANCIAL MASTERPLAN PTY LTD |
| 000422854 |
MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence controlled by: MORTGAGE CHOICE LIMITED |
2015-05-20 - 2016-08-31 | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2014-11-14 - 2015-04-20 | FINANCIAL WISDOM LIMITED |
| 000413674 |
FUTURE ASSIST FINANCIAL SERVICES GROUP PTY LTD
Licence controlled by: Future Assist Group Holdings Pty Ltd ~ SANSAN INVESTMENTS PTY LTD [Date Ceased: 10/01/2017] |
2012-01-01 - 2014-09-19 | |
| 000258853 |
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Licence controlled by: Mayfair Limited |
2010-06-01 - 2011-12-23 |
| Licence Name | FINANCIAL MASTERPLAN PTY LTD |
| Licence Number | 000344628 |
| Licence ABN | 88133306251 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRISTIAN TSIOLIS | Financial Masterplan Pty Ltd | Current | 2018-08-27 |
| TERENCE WILLIAM NESTOR | Financial Masterplan Pty Ltd | Current | 2018-07-06 |
| LYNETTE DOROTHY NESTOR | Financial Masterplan Pty Ltd | Current | 2018-07-06 |
| DILA RAM KHAREL | Financial Masterplan Pty Ltd | Ceased | 2017-09-01 |
| TRENT ALLAN | Financial Masterplan Pty Ltd | Current | 2016-06-24 |
| FABRIZIO EGIDIO URRUTIA CHAVEZ | Financial Masterplan Pty Ltd | Current | 2016-06-24 |
| PETER KEITH DICKINSON | Financial Masterplan Pty Ltd | Current | 2016-02-26 |
| TIAN LIU | Financial Masterplan Pty Ltd | Ceased | 2015-06-01 |
| PETER CLARK | Financial Masterplan Pty Ltd | Current | 2014-04-02 |
| BENJAMIN WILLIAM LIDDICOAT | Financial Masterplan Pty Ltd | Current | 2014-03-10 |
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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.