SCOTT TANNER (Adviser# 001005776) 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 March 24, 2017.
| Register Name | Financial Advisers |
| Adviser Name | SCOTT TANNER |
| Adviser Number | 001005776 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000240687 SECURITOR FINANCIAL GROUP LTD |
| Licence ABN | 48009189495 |
| Licence Controlled By | WESTPAC BANKING CORPORATION |
| Adviser Start Date | 2017-03-24 |
| Appointing Representative Name | CORE WEALTH GROUP PTY LTD |
| Appointing Representative Number | 001253269 |
| Appointing Representative ABN | 93618056983 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce Economics and Finance | Curtin University of Technology |
| Cavenish & ICFS Specialist SMSF Course | Cavendish |
| Certified Financial Planner Education Program | Financial Planning Association of Australia |
| Graduate Diploma of Financial Planning | Securities Institute Education |
| Margin Lending & Geared Investments | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform. |
2017-03-24 - | CORE WEALTH GROUP PTY LTD |
| 000240813 |
MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC |
2012-04-11 - 2017-03-17 | MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| 000220382 |
PLAN B WEALTH MANAGEMENT PTY LTD
Licence controlled by: IOOF HOLDINGS LTD |
2010-03-30 - 2012-03-13 |
| Licence Name | SECURITOR FINANCIAL GROUP LTD |
| Licence Number | 000240687 |
| Licence ABN | 48009189495 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JAMES CRAWFORD GREEN | Securitor Financial Group Ltd | Current | 2018-07-31 |
| SHEREEN CHURCHILL | Securitor Financial Group Ltd | Current | 2018-07-26 |
| LIESL JANELLE MASLEN | Securitor Financial Group Ltd | Current | 2018-07-19 |
| MARK EDWARDS | Securitor Financial Group Ltd | Current | 2018-07-06 |
| MICHAEL WALMSLEY | Securitor Financial Group Ltd | Current | 2018-06-29 |
| PAUL HALLIGAN | Securitor Financial Group Ltd | Current | 2018-06-29 |
| REECE MARINI | Securitor Financial Group Ltd | Current | 2018-05-02 |
| CHARLES ELLIOT JEREMY GREEN | Securitor Financial Group Ltd | Current | 2018-04-16 |
| JULIE ANNE GRAY | Securitor Financial Group Ltd | Current | 2018-03-24 |
| MARK ANDREW EYLES | Securitor Financial Group Ltd | Current | 2018-03-16 |
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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.