RONALD JOHN MCCUMSTIE (Adviser# 001000516) 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 September 10, 2004.
| Register Name | Financial Advisers |
| Adviser Name | RONALD JOHN MCCUMSTIE |
| Adviser Number | 001000516 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000240689 MBA WEALTH SOLUTIONS PTY LTD |
| Licence ABN | 61003185742 |
| Adviser Start Date | 2004-09-10 |
| Appointing Representative Name | MBA WEALTH SOLUTIONS PTY LTD |
| Appointing Representative Number | 000240689 |
| Appointing Representative ABN | 61003185742 |
| Memberships |
CPA Australia (CPA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Accounting/Marketing) | Charles Sturt University |
| Certified Financial Planner | FPA |
| Certified Practising Accountant | CPA |
| Diploma of Financial Planning | FPA |
| Specialist in Financial Planning | CPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240689 | MBA WEALTH SOLUTIONS PTY LTD | 2004-09-10 - | MBA WEALTH SOLUTIONS PTY LTD |
| Licence Name | MBA WEALTH SOLUTIONS PTY LTD |
| Licence Number | 000240689 |
| Licence ABN | 61003185742 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANDREW SEARLE TRAVIS | Mba Wealth Solutions Pty Ltd | Current | 2018-05-21 |
| DUSTIN CHARLES BARTHOLOMEW | Mba Wealth Solutions Pty Ltd | Current | 2007-12-17 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANDREW SEARLE TRAVIS | Mba Wealth Solutions Pty Ltd | Current | 2018-05-21 |
| DUSTIN CHARLES BARTHOLOMEW | Mba Wealth Solutions Pty Ltd | Current | 2007-12-17 |
Please comment or provide details below to improve the information on .
| 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.