GEOFFREY ALEX MITCHELSON (Adviser# 001001177) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is August 8, 2011.
| Register Name | Financial Advisers |
| Adviser Name | GEOFFREY ALEX MITCHELSON |
| Adviser Number | 001001177 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000255027 PORTFOLIO PLANNING SOLUTIONS LTD |
| Licence ABN | 83008007387 |
| Licence Controlled By | IPAC SECURITIES LIMITED |
| Adviser Start Date | 2011-08-08 |
| Adviser End Date | 2016-07-06 |
| Appointing Representative Name | PORTFOLIO PLANNING SOLUTIONS LTD |
| Appointing Representative Number | 000255027 |
| Appointing Representative ABN | 83008007387 |
|
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000255027 |
PORTFOLIO PLANNING SOLUTIONS LTD
Licence controlled by: IPAC SECURITIES LIMITED |
2011-08-08 - 2016-07-06 | PORTFOLIO PLANNING SOLUTIONS LTD |
| 000247429 |
FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence controlled by: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd |
2008-06-01 - 2011-08-07 |
| Licence Name | PORTFOLIO PLANNING SOLUTIONS LTD |
| Licence Number | 000255027 |
| Licence ABN | 83008007387 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PATRICK MARK IWANOWITSCH | Portfolio Planning Solutions Ltd | Current | 2014-03-21 |
| CAMPBELL MUNRO HOPGOOD | Portfolio Planning Solutions Ltd | Ceased | 2013-04-11 |
| ROBYN ELIZABETH HAYWARD | Portfolio Planning Solutions Ltd | Current | 2011-12-05 |
| GERALD MCAVOY | Portfolio Planning Solutions Ltd | Current | 2009-06-29 |
| PETER IAN CRUMP | Portfolio Planning Solutions Ltd | Current | 2009-01-21 |
| DAVID JOHN DODDS | Portfolio Planning Solutions Ltd | Current | 2008-02-11 |
| TREVOR REEVES | Portfolio Planning Solutions Ltd | Current | 2006-06-01 |
| LOU ALBERT DELFOS | Portfolio Planning Solutions Ltd | Ceased | 2006-06-01 |
| PETRA CHURCHER | Portfolio Planning Solutions Ltd | Ceased | 2006-06-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PATRICK MARK IWANOWITSCH | Portfolio Planning Solutions Ltd | Current | 2014-03-21 |
| CAMPBELL MUNRO HOPGOOD | Portfolio Planning Solutions Ltd | Ceased | 2013-04-11 |
| ROBYN ELIZABETH HAYWARD | Portfolio Planning Solutions Ltd | Current | 2011-12-05 |
| GERALD MCAVOY | Portfolio Planning Solutions Ltd | Current | 2009-06-29 |
| PETER IAN CRUMP | Portfolio Planning Solutions Ltd | Current | 2009-01-21 |
| DAVID JOHN DODDS | Portfolio Planning Solutions Ltd | Current | 2008-02-11 |
| TREVOR REEVES | Portfolio Planning Solutions Ltd | Current | 2006-06-01 |
| LOU ALBERT DELFOS | Portfolio Planning Solutions Ltd | Ceased | 2006-06-01 |
| PETRA CHURCHER | Portfolio Planning Solutions Ltd | Ceased | 2006-06-01 |
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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.