ALEC BERRY (Adviser# 001009300) 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 May 17, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ALEC BERRY |
| Adviser Number | 001009300 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000222600 MGD WEALTH LTD |
| Licence ABN | 53009079725 |
| Licence Controlled By | 3 TIMES 8 PTY LTD |
| Adviser Start Date | 2016-05-17 |
| Appointing Representative Name | MGD WEALTH LTD |
| Appointing Representative Number | 000222600 |
| Appointing Representative ABN | 53009079725 |
| Memberships | SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Bachelor of Commerce (Finance and Accounting) | University of Queensland |
| Diploma of Financial Planning | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000222600 |
MGD WEALTH LTD
Licence controlled by: 3 TIMES 8 PTY LTD |
2016-05-17 - | MGD WEALTH LTD |
| 000237504 |
MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED |
2015-06-12 - 2016-04-19 | MACQUARIE EQUITIES LIMITED |
| Licence Name | MGD WEALTH LTD |
| Licence Number | 000222600 |
| Licence ABN | 53009079725 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MIKAELA MARY HOLMES | Mgd Wealth Ltd | Current | 2018-02-06 |
| GRAEME DEL FAVERO | Mgd Wealth Ltd | Current | 2018-01-19 |
| DAVID HARE | Mgd Wealth Ltd | Current | 2017-08-11 |
| RONALD MING WAH CHEUNG | Mgd Wealth Ltd | Current | 2017-08-04 |
| MICHELLE DALL'ALBA | Mgd Wealth Ltd | Current | 2017-05-30 |
| DAVID GEORGE LLOYD | Mgd Wealth Ltd | Current | 2017-02-13 |
| ANDREW JOHN PROUDFOOT | Mgd Wealth Ltd | Current | 2016-07-04 |
| JOHN CHARLES BARTON | Mgd Wealth Ltd | Current | 2016-04-21 |
| RICHARD MARSDEN | Mgd Wealth Ltd | Current | 2016-04-21 |
| RACHEL BARLOW | Mgd Wealth Ltd | Current | 2016-02-03 |
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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.