ADAM FRANCIS GOTSALKS (Adviser# 001000997) 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 November 9, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ADAM FRANCIS GOTSALKS |
| Adviser Number | 001000997 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000422854 MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Licence ABN | 97158645624 |
| Licence Controlled By | MORTGAGE CHOICE LIMITED |
| Adviser Start Date | 2016-11-09 |
| Appointing Representative Name | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Appointing Representative Number | 000422854 |
| Appointing Representative ABN | 97158645624 |
| Memberships | Financial Planning Association (FPA) - Certified Financial Planner |
| Further Restrictions | Self Managed Superannuation Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Markets | Securities Institute |
| Graduate Diploma of Financial Planning | Kaplan (formerly FINSIA) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000422854 |
MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence controlled by: MORTGAGE CHOICE LIMITED Further restrictions: Self Managed Superannuation Funds |
2016-11-09 - | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending. |
2014-11-11 - 2016-10-31 | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Licence Name | MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED |
| Licence Number | 000422854 |
| Licence ABN | 97158645624 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARCUS AARON NETTO | Mortgage Choice Financial Planning Pty Limited | Current | 2018-06-14 |
| ALEX NATHAN JORGENSEN | Mortgage Choice Financial Planning Pty Limited | Current | 2018-02-14 |
| JESSICA CASEY CURTIS | Mortgage Choice Financial Planning Pty Limited | Current | 2018-02-06 |
| HANA CELIA NATAPRAWIRA | Mortgage Choice Financial Planning Pty Limited | Current | 2017-12-14 |
| ANDREW DAVID LANE | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-10-05 |
| JOSHUA MECHIELSEN | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-07-14 |
| BENJAMIN TAYLOR LEYSHON | Mortgage Choice Financial Planning Pty Limited | Current | 2017-06-14 |
| AARON NICHOLAS BIRD | Mortgage Choice Financial Planning Pty Limited | Ceased | 2017-03-17 |
| BRYAN MCGUINNESS | Mortgage Choice Financial Planning Pty Limited | Current | 2017-01-20 |
| MYLES CORCORAN | Mortgage Choice Financial Planning Pty Limited | Current | 2016-09-16 |
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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.