MATTHEW JOHN MILNES

Licensee: BALMEDIE FINANCIAL PTY LTD

MATTHEW JOHN MILNES (Adviser# 000386285) 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 23, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MATTHEW JOHN MILNES
Adviser Number 000386285
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000434899
BALMEDIE FINANCIAL PTY LTD
Licence ABN 81159803415
Adviser Start Date 2018-08-23
Appointing Representative Name BALMEDIE FINANCIAL PTY LTD
Appointing Representative Number 000434899
Appointing Representative ABN 81159803415
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MATTHEW JOHN MILNES
  • ·
  • 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
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  • Securities
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  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma Of Financial Planning Kaplan Professional Education
Diploma of Financial Services Kaplan Professional Education
Graduate Diploma in Financial Planning Kaplan Professional Education
Margin Lending and Geared Investments Kaplan Professional Education
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000434899 BALMEDIE FINANCIAL PTY LTD 2018-08-23 - BALMEDIE FINANCIAL PTY LTD
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2013-01-03 - 2017-11-08 SECURITOR FINANCIAL GROUP LTD
000301642 CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD 2010-10-27 - 2011-05-13
000246411 QUINN FINANCIAL PLANNING PTY LTD 2009-08-01 - 2010-10-15

Licensee Information

Licence Name BALMEDIE FINANCIAL PTY LTD
Licence Number 000434899
Licence ABN 81159803415

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MELISSA SMITH Balmedie Financial Pty Ltd Current 2018-08-02
RICHARD WALTER SHEARGOLD Balmedie Financial Pty Ltd Current 2013-05-20

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MELISSA SMITH Balmedie Financial Pty Ltd Current 2018-08-02
RICHARD WALTER SHEARGOLD Balmedie Financial Pty Ltd Current 2013-05-20

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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.