DAVID MEFFERT

Licensee: COMMONWEALTH PRIVATE LIMITED

DAVID MEFFERT (Adviser# 001238034) 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 October 30, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID MEFFERT
Adviser Number 001238034
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000314018
COMMONWEALTH PRIVATE LIMITED
Licence ABN 30125238039
Adviser Start Date 2015-10-30
Appointing Representative Name COMMONWEALTH PRIVATE LIMITED
Appointing Representative Number 000314018
Appointing Representative ABN 30125238039
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • DAVID MEFFERT
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor or business (Banking & Finance) Monash University
Graduate Diploma of Financial Planning FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000314018 COMMONWEALTH PRIVATE LIMITED 2015-10-30 - COMMONWEALTH PRIVATE LIMITED
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2006-06-17 - 2007-07-15
000243320 DEVERE AUSTRALIA GROUP PTY LTD 2003-01-12 - 2006-06-17

Licensee Information

Licence Name COMMONWEALTH PRIVATE LIMITED
Licence Number 000314018
Licence ABN 30125238039

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BYRON BO ZHANG Commonwealth Private Limited Current 2018-08-17
CONSTANTINE MICHAEL MAGLIS Commonwealth Private Limited Current 2018-05-30
JOSEPHINE SMITH Commonwealth Private Limited Current 2018-02-28
ROSEMARIE GURRISI Commonwealth Private Limited Current 2017-11-01
LISA LIN Commonwealth Private Limited Current 2017-04-20
OSCAR JOHN LLOYD HOWARD Commonwealth Private Limited Current 2016-08-15
PATRICK ALBERT Commonwealth Private Limited Current 2016-08-12
WARWICK BIRD Commonwealth Private Limited Current 2016-07-20
STACEY CONLAN Commonwealth Private Limited Current 2016-05-26
FRANCIS GOMEZ Commonwealth Private Limited Ceased 2016-04-13

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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.