MELISSA GOODIN (Adviser# 001003992) 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 June 9, 2018.
Register Name | Financial Advisers |
Adviser Name | MELISSA GOODIN |
Adviser Number | 001003992 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2006 |
Financial Service (AFS) Licence |
Licence# 000500435 HAVANA FINANCIAL SERVICES PTY LTD |
Licence ABN | 90619804518 |
Licence Controlled By | Alexander EUVRARD |
Adviser Start Date | 2018-06-09 |
Appointing Representative Name | TEAM GOODIN PTY LTD |
Appointing Representative Number | 001258727 |
Appointing Representative ABN | 96619274869 |
Memberships | Financial Planning Association of Australia (FPA) |
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Qualification / Degree | Institute / School |
---|---|
Advanced Diploma of Financial Services | Kaplan Professional |
Bachelor of Arts (Psychology) | University of Queensland |
Diploma of Financial Services | Finsia |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000500435 |
HAVANA FINANCIAL SERVICES PTY LTD
Licence controlled by: Alexander EUVRARD |
2018-06-09 - | TEAM GOODIN PTY LTD |
000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2017-10-01 - 2018-06-08 | DOVER FINANCIAL ADVISERS PTY LTD |
000323825 | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED | 2017-01-31 - 2017-09-30 | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED |
000234656 |
IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives |
2015-12-02 - 2017-01-13 | IPAC SECURITIES 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. |
2014-09-01 - 2015-10-23 | COMMONWEALTH FINANCIAL PLANNING LIMITED |
Licence Name | HAVANA FINANCIAL SERVICES PTY LTD |
Licence Number | 000500435 |
Licence ABN | 90619804518 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
DEAN WEBSTER KIMPTON | Havana Financial Services Pty Ltd | Current | 2018-08-06 |
DEAN BURKE O'HARA | Havana Financial Services Pty Ltd | Current | 2018-07-04 |
MICHAEL KEITH WOOD | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
JOSHUA LANE | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
KEN CALDERWOOD | Havana Financial Services Pty Ltd | Ceased | 2018-05-21 |
ALEXANDER BRUCE COOK | Havana Financial Services Pty Ltd | Current | 2018-03-12 |
THOMAS EUVRARD | Havana Financial Services Pty Ltd | Current | 2018-02-02 |
NADIA CASSIDY | Havana Financial Services Pty Ltd | Current | 2018-01-09 |
LACHLAN DOUGLAS SUNDERLAND SCHONFELDER | Havana Financial Services Pty Ltd | Current | 2017-11-27 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
DEAN WEBSTER KIMPTON | Havana Financial Services Pty Ltd | Current | 2018-08-06 |
DEAN BURKE O'HARA | Havana Financial Services Pty Ltd | Current | 2018-07-04 |
MICHAEL KEITH WOOD | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
JOSHUA LANE | Havana Financial Services Pty Ltd | Current | 2018-06-19 |
KEN CALDERWOOD | Havana Financial Services Pty Ltd | Ceased | 2018-05-21 |
BRENDAN MARK HECK | Havana Financial Services Pty Ltd | Ceased | 2018-05-21 |
ALEXANDER BRUCE COOK | Havana Financial Services Pty Ltd | Current | 2018-03-12 |
THOMAS EUVRARD | Havana Financial Services Pty Ltd | Current | 2018-02-02 |
NADIA CASSIDY | Havana Financial Services Pty Ltd | Current | 2018-01-09 |
LACHLAN DOUGLAS SUNDERLAND SCHONFELDER | Havana Financial Services Pty Ltd | Current | 2017-11-27 |
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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.