BRYCE APPLETON


Licensee: ORD MINNETT FINANCIAL PLANNING PTY LIMITED

BRYCE APPLETON (Adviser# 001004498) 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 September 2, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name BRYCE APPLETON
Adviser Number 001004498
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000237122
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence ABN 31066414613
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2016-09-02
Appointing Representative Name ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Appointing Representative Number 000237122
Appointing Representative ABN 31066414613
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • BRYCE APPLETON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
ADA Level 1 Tribeca
Bachelor of Business (Accounting) Monash University
Diploma of Financial Planning Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237122 ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2016-09-02 - ORD MINNETT FINANCIAL PLANNING PTY LIMITED
000237122 ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2003-12-15 - 2016-09-01 ORD MINNETT FINANCIAL PLANNING PTY LIMITED

Licensee Information

Licence Name ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence Number 000237122
Licence ABN 31066414613

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JOHN MARR Ord Minnett Financial Planning Pty Limited Current 2018-07-24
MATTHEW SONNEMANN Ord Minnett Financial Planning Pty Limited Current 2018-07-05
JAMES JONATHAN MORGAN Ord Minnett Financial Planning Pty Limited Current 2017-10-16
GEORGE ALEXANDER GLADSTONE Ord Minnett Financial Planning Pty Limited Current 2017-10-05
ANDREW ZANNETTIDES Ord Minnett Financial Planning Pty Limited Current 2017-07-24
ROSS SORBELLO Ord Minnett Financial Planning Pty Limited Current 2017-02-02
RICHARD JAMES WRIGHT Ord Minnett Financial Planning Pty Limited Ceased 2016-09-30
ALISON KOLB Ord Minnett Financial Planning Pty Limited Current 2016-07-13
JUSTIN SCATTINI Ord Minnett Financial Planning Pty Limited Current 2015-12-21
EVAN THEODOROU Ord Minnett Financial Planning Pty Limited Current 2015-06-19

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.