DUSTIN CHARLES BARTHOLOMEW

Licensee: MBA WEALTH SOLUTIONS PTY LTD

DUSTIN CHARLES BARTHOLOMEW (Adviser# 001000517) 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 December 17, 2007.

Adviser Overview

Register Name Financial Advisers
Adviser Name DUSTIN CHARLES BARTHOLOMEW
Adviser Number 001000517
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2007
Financial Service (AFS) Licence Licence# 000240689
MBA WEALTH SOLUTIONS PTY LTD
Licence ABN 61003185742
Adviser Start Date 2007-12-17
Appointing Representative Name MBA WEALTH SOLUTIONS PTY LTD
Appointing Representative Number 000240689
Appointing Representative ABN 61003185742
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DUSTIN CHARLES BARTHOLOMEW
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services Kaplan Professional
Bachelor of Business (Finance) Charles Sturt University
Certified Financial Planner FPA
Diploma of Financial Services Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240689 MBA WEALTH SOLUTIONS PTY LTD 2007-12-17 - MBA WEALTH SOLUTIONS PTY LTD

Licensee Information

Licence Name MBA WEALTH SOLUTIONS PTY LTD
Licence Number 000240689
Licence ABN 61003185742

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANDREW SEARLE TRAVIS Mba Wealth Solutions Pty Ltd Current 2018-05-21
RONALD JOHN MCCUMSTIE Mba Wealth Solutions Pty Ltd Current 2004-09-10

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANDREW SEARLE TRAVIS Mba Wealth Solutions Pty Ltd Current 2018-05-21
RONALD JOHN MCCUMSTIE Mba Wealth Solutions Pty Ltd Current 2004-09-10

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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.