MICHAEL JAMES MCNEE (Adviser# 001252920) 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 June 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MICHAEL JAMES MCNEE |
| Adviser Number | 001252920 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000464629 INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD |
| Licence ABN | 61601365904 |
| Adviser Start Date | 2018-06-01 |
| Appointing Representative Name | THE TRUSTEE FOR CLAPHAM MCNEE FAMILY TRUST |
| Appointing Representative Number | 001264575 |
| Appointing Representative ABN | 48162188144 |
| Memberships | Independent Financial Advisers Association of Australia (IFAAA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Mentor Education Pty Ltd |
| Bachelor of Economics | University of Queensland |
| Diploma of Financial Planning | Monarch Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000464629 | INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD | 2018-06-01 - | THE TRUSTEE FOR CLAPHAM MCNEE FAMILY TRUST |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2017-10-16 - 2018-05-03 | CHARTER FINANCIAL PLANNING LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2017-03-16 - 2017-10-16 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD |
| Licence Number | 000464629 |
| Licence ABN | 61601365904 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SEAN DWYER | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-06 |
| BERIVAN DUBIER | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-06 |
| AARON CROSTHWAITE | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-05 |
| CHRISTOPHER DENNIS YOUNG | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-03 |
| BROOK LOGAN | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-03 |
| DAVID HARPER | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-02 |
| PHILIP ALLEN HARVEY | Independent Financial Advisers Australia Pty Ltd | Current | 2018-07-02 |
| JANE MARIA CLARK | Independent Financial Advisers Australia Pty Ltd | Current | 2018-06-29 |
| KATIE WHIFFEN | Independent Financial Advisers Australia Pty Ltd | Current | 2018-06-29 |
| DANIEL MCGREGOR | Independent Financial Advisers Australia Pty Ltd | Current | 2018-06-26 |
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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.