ADAM MALZARD


Licensee: 360PRIVATE WEALTH BY DESIGN PTY LIMITED

ADAM MALZARD (Adviser# 001256846) 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 July 26, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ADAM MALZARD
Adviser Number 001256846
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000458669
360PRIVATE WEALTH BY DESIGN PTY LIMITED
Licence ABN 44169464135
Adviser Start Date 2017-07-26
Appointing Representative Name 360PRIVATE WEALTH BY DESIGN PTY LIMITED
Appointing Representative Number 000458669
Appointing Representative ABN 44169464135

Authorisations to provide financial product advice

  • ADAM MALZARD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000458669 360PRIVATE WEALTH BY DESIGN PTY LIMITED 2017-07-26 - 360PRIVATE WEALTH BY DESIGN PTY LIMITED

Licensee Information

Licence Name 360PRIVATE WEALTH BY DESIGN PTY LIMITED
Licence Number 000458669
Licence ABN 44169464135

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KYLIE GRAY 360private Wealth By Design Pty Limited Current 2018-02-07
DANIELA RECH 360private Wealth By Design Pty Limited Current 2017-06-29
DALE KIRK 360private Wealth By Design Pty Limited Current 2016-12-07
MICHAEL JAMES O'GRADY 360private Wealth By Design Pty Limited Ceased 2015-09-23
MICHAEL RE 360private Wealth By Design Pty Limited Current 2015-04-07
ANNA VAN GASTEREN 360private Wealth By Design Pty Limited Ceased 2015-02-25
ANTON SCHOLTE 360private Wealth By Design Pty Limited Ceased 2014-12-19
EWELINA BARYLKA 360private Wealth By Design Pty Limited Ceased 2014-11-24
DAVID KINGSFORD HORNE 360private Wealth By Design Pty Limited Current 2014-09-21
RORY DOMINIC MOONEY 360private Wealth By Design Pty Limited Current 2014-08-22

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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.