FRANCIS EDWARD MCCALL (Adviser# 000270382) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is September 7, 2012.
| Register Name | Financial Advisers |
| Adviser Name | FRANCIS EDWARD MCCALL |
| Adviser Number | 000270382 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser ABN | 13528998749 |
| Adviser First Advice Year | 1987 |
| Financial Service (AFS) Licence |
Licence# 000230689 APOGEE FINANCIAL PLANNING LIMITED |
| Licence ABN | 28056426932 |
| Licence Controlled By |
NATIONAL AUSTRALIA BANK LIMITED NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
| Adviser Start Date | 2012-09-07 |
| Adviser End Date | 2014-04-30 |
| Appointing Representative Name | FRANCIS EDWARD MCCALL |
| Appointing Representative Number | 000270382 |
| Appointing Representative ABN | 13528998749 |
|
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000423936 | LWP FINANCIAL PTY LTD | 2014-12-11 - 2017-04-01 | LWP FINANCIAL PTY LTD |
| 000288877 | PEARCE, CALLAHAN & ASSOCIATES PTY. LTD. | 2014-05-01 - 2014-12-11 | FRANCIS EDWARD MCCALL |
| 000230689 |
APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2012-09-07 - 2014-04-30 | FRANCIS EDWARD MCCALL |
| 000286786 |
SENTRY FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2011-08-30 - 2012-08-10 | FRANCIS EDWARD MCCALL |
| Licence Name | APOGEE FINANCIAL PLANNING LIMITED |
| Licence Number | 000230689 |
| Licence ABN | 28056426932 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KAREN ELLIOT-SMITH | Apogee Financial Planning Limited | Ceased | 2015-01-05 |
| LEE ROBERT JACKSON | Apogee Financial Planning Limited | Current | 2013-04-03 |
| JAMES SOOKUN | Apogee Financial Planning Limited | Ceased | 2015-09-24 |
| NATHANIEL HAWKINS | Apogee Financial Planning Limited | Current | 2005-08-02 |
| TREVOR GARY GRAY | Apogee Financial Planning Limited | Ceased | 2006-06-09 |
| CRAIG MATTHEWS | Apogee Financial Planning Limited | Current | 2007-08-15 |
| TIMOTHY HAWKER | Apogee Financial Planning Limited | Current | 2004-02-11 |
| TOM TOOHEY | Apogee Financial Planning Limited | Ceased | 2010-08-02 |
| JEFFREY EDWIN BROOKMAN | Apogee Financial Planning Limited | Current | 2003-12-01 |
| BRENDON CHARLES COX | Apogee Financial Planning Limited | Current | 2002-08-25 |
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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.