JOSH MARK METCALF (Adviser# 001008044) 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 November 10, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JOSH MARK METCALF |
| Adviser Number | 001008044 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000382714 ALDER AND PARTNERS PTY LTD |
| Licence ABN | 98146233534 |
| Licence Controlled By | DAVID WILLIAM ALDER |
| Adviser Start Date | 2017-11-10 |
| Appointing Representative Name | ALDER AND PARTNERS PTY LTD |
| Appointing Representative Number | 000382714 |
| Appointing Representative ABN | 98146233534 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce (Financial Planning) | Curtin University |
| Certified Financial Planner (CFP) | Financial Planning Association of Australia (FPA) |
| Margin Lending and Geared Investments | Kaplan |
| Self Managed Super Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000382714 |
ALDER AND PARTNERS PTY LTD
Licence controlled by: DAVID WILLIAM ALDER |
2017-11-10 - | ALDER AND PARTNERS PTY LTD |
| 000318613 |
SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD Further restrictions: This Authority permits the person to provide the financial services specified under the supervision of a Personal Client Adviser (PCA) who is a registered Tax (financial) Adviser, or in the case of written advice, where it has been checked and countersigned by a PCA who is a registered Tax (financial) adviser before issue. |
2015-06-01 - 2017-09-01 | SHADFORTH FINANCIAL GROUP LIMITED |
| 000220382 |
PLAN B WEALTH MANAGEMENT PTY LTD
Licence controlled by: IOOF HOLDINGS LTD |
2015-04-23 - 2015-05-31 | PLAN B WEALTH MANAGEMENT PTY LTD |
| Licence Name | ALDER AND PARTNERS PTY LTD |
| Licence Number | 000382714 |
| Licence ABN | 98146233534 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRISTINE LOUISE FLACK | Alder and Partners Pty Ltd | Ceased | 2014-11-01 |
| HILAH AHMADZAI | Alder and Partners Pty Ltd | Current | 2014-09-01 |
| STEVEN JAMES TULLOCH | Alder and Partners Pty Ltd | Current | 2013-03-29 |
| MALCOLM EDWARD EVANS | Alder and Partners Pty Ltd | Current | 2012-12-22 |
| DAVID WILLIAM ALDER | Alder and Partners Pty Ltd | Current | 2011-01-15 |
| PAUL WILLIAM NAGLE | Alder and Partners Pty Ltd | Current | 2011-01-15 |
| SKY ROBERT JOHN WALKER | Alder and Partners Pty Ltd | Current | 2011-01-15 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHRISTINE LOUISE FLACK | Alder and Partners Pty Ltd | Ceased | 2014-11-01 |
| HILAH AHMADZAI | Alder and Partners Pty Ltd | Current | 2014-09-01 |
| STEVEN JAMES TULLOCH | Alder and Partners Pty Ltd | Current | 2013-03-29 |
| MALCOLM EDWARD EVANS | Alder and Partners Pty Ltd | Current | 2012-12-22 |
| DAVID WILLIAM ALDER | Alder and Partners Pty Ltd | Current | 2011-01-15 |
| PAUL WILLIAM NAGLE | Alder and Partners Pty Ltd | Current | 2011-01-15 |
| SKY ROBERT JOHN WALKER | Alder and Partners Pty Ltd | Current | 2011-01-15 |
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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.