MATHEW BARR


Licensee: MADISON FINANCIAL GROUP PTY LTD

MATHEW BARR (Adviser# 001007602) 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 August 10, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MATHEW BARR
Adviser Number 001007602
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000246679
MADISON FINANCIAL GROUP PTY LTD
Licence ABN 36002459001
Licence Controlled By PHAROS FINANCIAL GROUP PTY LTD [Date Ceased: 08/06/2018]
SARGON CAPITAL PTY LTD
Adviser Start Date 2018-08-10
Appointing Representative Name MADISON FINANCIAL GROUP PTY LTD
Appointing Representative Number 000246679
Appointing Representative ABN 36002459001
Memberships Association of Financial Advisers (AFA)
Further Restrictions Self-Managed Super Fund Advice

Authorisations to provide financial product advice

  • MATHEW BARR
  • ·
  • 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
  • ·
  • Superannuation
  • ·
  • All Securities

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan
Foundations of Financial Planning Kaplan
Investment Planning 1 Kaplan
Risk Management Kaplan
Superannuation & Retirement Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246679 MADISON FINANCIAL GROUP PTY LTD
Licence controlled by: PHAROS FINANCIAL GROUP PTY LTD [Date Ceased: 08/06/2018] ~ SARGON CAPITAL PTY LTD
Further restrictions: Self-Managed Super Fund Advice
2018-08-10 - MADISON FINANCIAL GROUP PTY LTD
000237857 AFFINIA FINANCIAL ADVISERS LIMITED
Further restrictions: Not Authorised for SMSF
2015-04-22 - 2018-08-02 AFFINIA FINANCIAL ADVISERS LIMITED

Licensee Information

Licence Name MADISON FINANCIAL GROUP PTY LTD
Licence Number 000246679
Licence ABN 36002459001

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
STEPHEN RAKESH VIGH Madison Financial Group Pty Ltd Current 2018-08-08
MICHELLE ELIZABETH SUMMERS Madison Financial Group Pty Ltd Current 2018-08-07
NAOMI CHARMAINE ALLETSON Madison Financial Group Pty Ltd Current 2018-06-30
ERIN KATHLEEN WRIGHT Madison Financial Group Pty Ltd Current 2018-06-30
KIM BAXTER Madison Financial Group Pty Ltd Current 2018-06-27
ANDREW HARRIS Madison Financial Group Pty Ltd Current 2018-06-26
BRETT KELLY Madison Financial Group Pty Ltd Current 2018-02-12
SHANE MICHAEL HAY Madison Financial Group Pty Ltd Current 2018-02-12
JOHN ERNST RUSSELL Madison Financial Group Pty Ltd Current 2018-02-06
BROOKE HEPBURN-ROGERS Madison Financial Group Pty Ltd Current 2018-02-05

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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.