MARC SCHNEIDER

Licensee: MYPLANNER PROFESSIONAL SERVICES PTY LTD

MARC SCHNEIDER (Adviser# 001003948) 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 28, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARC SCHNEIDER
Adviser Number 001003948
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2010
Financial Service (AFS) Licence Licence# 000425542
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence ABN 51159696830
Adviser Start Date 2018-08-28
Appointing Representative Name MYPLANNER PROFESSIONAL SERVICES PTY LTD
Appointing Representative Number 000425542
Appointing Representative ABN 51159696830
Further Restrictions Advice of superannuation excludes self managed superannuation funds

Authorisations to provide financial product advice

  • MARC SCHNEIDER
  • ·
  • 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

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Southern Cross University
Graduate Diploma of Financial Planning Finsia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000425542 MYPLANNER PROFESSIONAL SERVICES PTY LTD
Further restrictions: Advice of superannuation excludes self managed superannuation funds
2018-08-28 - MYPLANNER PROFESSIONAL SERVICES PTY LTD
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
2010-07-22 - 2018-06-15 COMMONWEALTH FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence Number 000425542
Licence ABN 51159696830

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GARETH DAVIES Myplanner Professional Services Pty Ltd Current 2018-08-15
LEONARD NORMAN ELIAS Myplanner Professional Services Pty Ltd Current 2018-07-23
EVA MARIA WADE Myplanner Professional Services Pty Ltd Current 2018-07-13
MERVIN WILLY ROBERT Myplanner Professional Services Pty Ltd Current 2018-07-13
CHRIS JOHN CANNON Myplanner Professional Services Pty Ltd Current 2018-07-13
TODD PETER MARTIN Myplanner Professional Services Pty Ltd Current 2018-07-13
NATHAN JOSHUA BOSMAN Myplanner Professional Services Pty Ltd Current 2018-07-13
DANNY PIANTA Myplanner Professional Services Pty Ltd Current 2018-07-13
CLINTON PAUL RAUTNER GILLMAN Myplanner Professional Services Pty Ltd Current 2018-07-13
JOHN LISTON Myplanner Professional Services Pty Ltd Current 2018-07-10

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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.