SIMON HUGH HANLEY


Licensee: MWL FINANCIAL SERVICES PTY LTD

SIMON HUGH HANLEY (Adviser# 001006317) 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 April 7, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name SIMON HUGH HANLEY
Adviser Number 001006317
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1991
Financial Service (AFS) Licence Licence# 000235096
MWL FINANCIAL SERVICES PTY LTD
Licence ABN 22095907574
Adviser Start Date 2016-04-07
Appointing Representative Name MWL FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000235096
Appointing Representative ABN 22095907574
Memberships CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SIMON HUGH HANLEY
  • ·
  • 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
Diploma of Financial Planning Financial Planning Association (FPA)
Master of Business Administration Massey University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000235096 MWL FINANCIAL SERVICES PTY LTD 2016-04-07 - MWL FINANCIAL SERVICES PTY LTD
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.
2012-03-30 - 2016-04-06 IPAC SECURITIES LIMITED
000238429 RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
1991-01-01 - 2012-03-01 SIMON HUGH HANLEY

Licensee Information

Licence Name MWL FINANCIAL SERVICES PTY LTD
Licence Number 000235096
Licence ABN 22095907574

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GREGORY WALLACE Mwl Financial Services Pty Ltd Current 2018-07-23
FRANCES ANNE HESSE Mwl Financial Services Pty Ltd Current 2018-05-30
JONATHAN FRASER WHITE Mwl Financial Services Pty Ltd Current 2018-05-01
MATTHEW SIMON BRADLEY Mwl Financial Services Pty Ltd Current 2017-10-11
SANDRA MCGILL Mwl Financial Services Pty Ltd Ceased 2017-06-29
TYSON CLAY HOLMES Mwl Financial Services Pty Ltd Current 2017-06-27
ROCCO D'AMELIO Mwl Financial Services Pty Ltd Current 2017-06-05
JOHN MORGAN Mwl Financial Services Pty Ltd Current 2017-05-01
JOHN PATRICK MACKRELL Mwl Financial Services Pty Ltd Current 2015-09-11
SUSAN HELEN JONES Mwl Financial Services Pty Ltd Current 2015-07-01

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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.