MARK ANDREW THOMAS MONTEIRO


Licensee: BENDIGO FINANCIAL PLANNING LIMITED

MARK ANDREW THOMAS MONTEIRO (Adviser# 001240489) 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 29, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARK ANDREW THOMAS MONTEIRO
Adviser Number 001240489
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000237898
BENDIGO FINANCIAL PLANNING LIMITED
Licence ABN 81087585073
Licence Controlled By BENDIGO AND ADELAIDE BANK LIMITED
Adviser Start Date 2017-08-29
Appointing Representative Name BENDIGO FINANCIAL PLANNING LIMITED
Appointing Representative Number 000237898
Appointing Representative ABN 81087585073
Further Restrictions Excluding SMSF

Authorisations to provide financial product advice

  • MARK ANDREW THOMAS MONTEIRO
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Monarch Institute
Diploma of Financial Planning Monarch Institute
Margin lending Monarch Institute
Master of Commerce RMIT

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237898 BENDIGO FINANCIAL PLANNING LIMITED
Licence controlled by: BENDIGO AND ADELAIDE BANK LIMITED
Further restrictions: Excluding SMSF
2017-08-29 - BENDIGO FINANCIAL PLANNING LIMITED
000433250 WEALTH & RISK MANAGEMENT PTY LTD 2016-03-29 - 2017-07-07 WEALTH & RISK MANAGEMENT PTY LTD

Licensee Information

Licence Name BENDIGO FINANCIAL PLANNING LIMITED
Licence Number 000237898
Licence ABN 81087585073

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NEIL JAMES SPEIRS Bendigo Financial Planning Limited Current 2018-03-28
KHANH THUY THUC NGUYEN Bendigo Financial Planning Limited Current 2017-10-16
DANIEL LAWRENCE FINDLAY Bendigo Financial Planning Limited Current 2017-09-19
JAMES STEPHEN KEATING Bendigo Financial Planning Limited Current 2017-09-19
NATHAN MCDIVEN Bendigo Financial Planning Limited Current 2017-09-19
SAMADHI MEEPEGAMA Bendigo Financial Planning Limited Ceased 2017-09-14
LEIGH MARK WALLMAN Bendigo Financial Planning Limited Current 2017-08-08
ALEXANDER GUNNING Bendigo Financial Planning Limited Current 2017-07-10
WARWICK ALLEN LUFF Bendigo Financial Planning Limited Current 2016-11-14
SUSAN VALERIE JARDINE Bendigo Financial Planning Limited Current 2016-10-12

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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.