ROSS SORBELLO


Licensee: ORD MINNETT FINANCIAL PLANNING PTY LIMITED

ROSS SORBELLO (Adviser# 001005287) 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 February 2, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ROSS SORBELLO
Adviser Number 001005287
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1982
Financial Service (AFS) Licence Licence# 000237122
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence ABN 31066414613
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2017-02-02
Appointing Representative Name ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Appointing Representative Number 000237122
Appointing Representative ABN 31066414613
Memberships Australian Institute of Company Directors
Australian Institute of Company Directors
Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ROSS SORBELLO
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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
Certified Financial Planner Financial Planning Association of Australia
Certified Financial Planner Financial Planning Association of Australia
Diploma of Financial Planning Financial Planning Association of Australia
Diploma of Financial Planning Financial Planning Association of Australia
Master of Business Administration Griffith University
Master of Business Administration Griffith 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
2017-02-02 - ORD MINNETT FINANCIAL PLANNING PTY LIMITED
000237121 ORD MINNETT LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2016-06-28 - ORD MINNETT LIMITED
000237504 MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED
2007-03-05 - 2016-05-27 MACQUARIE EQUITIES 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
RICHARD JAMES WRIGHT Ord Minnett Financial Planning Pty Limited Ceased 2016-09-30
BRYCE APPLETON Ord Minnett Financial Planning Pty Limited Current 2016-09-02
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

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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.