ANDREW SEARLE TRAVIS (Adviser# 001003684) 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 May 21, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ANDREW SEARLE TRAVIS |
| Adviser Number | 001003684 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000240689 MBA WEALTH SOLUTIONS PTY LTD |
| Licence ABN | 61003185742 |
| Adviser Start Date | 2018-05-21 |
| Appointing Representative Name | MBA WEALTH SOLUTIONS PTY LTD |
| Appointing Representative Number | 000240689 |
| Appointing Representative ABN | 61003185742 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma | Financial Planning - Kaplan |
| Bachelor Degree | Business - Charles Sturt University |
| Certified Financial Planner | Financial Planner Association of Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240689 | MBA WEALTH SOLUTIONS PTY LTD | 2018-05-21 - | MBA WEALTH SOLUTIONS PTY LTD |
| 000230686 |
NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED |
2008-05-01 - 2018-04-19 | NATIONAL AUSTRALIA BANK LIMITED |
| Licence Name | MBA WEALTH SOLUTIONS PTY LTD |
| Licence Number | 000240689 |
| Licence ABN | 61003185742 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DUSTIN CHARLES BARTHOLOMEW | Mba Wealth Solutions Pty Ltd | Current | 2007-12-17 |
| RONALD JOHN MCCUMSTIE | Mba Wealth Solutions Pty Ltd | Current | 2004-09-10 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DUSTIN CHARLES BARTHOLOMEW | Mba Wealth Solutions Pty Ltd | Current | 2007-12-17 |
| RONALD JOHN MCCUMSTIE | Mba Wealth Solutions Pty Ltd | Current | 2004-09-10 |
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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.