MALCOLM JOHN BARKLE

licensee: THE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION

MALCOLM JOHN BARKLE (Adviser# 001254978) 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 May 15, 2017.

Adviser Overview

Register NameFinancial Advisers
Adviser NameMALCOLM JOHN BARKLE
Adviser Number001254978
Adviser RoleFinancial Adviser
Adviser Role StatusCurrent
Adviser First Advice Year2017
Financial Service (AFS) Licence Licence# 000483056
THE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION
Licence Controlled By Rowan Anthony WALLACE
Adviser Start Date2017-05-15
Appointing Representative NameTHE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION
Appointing Representative Number000483056
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • MALCOLM JOHN BARKLE
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000483056 THE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION
Licence controlled by: Rowan Anthony WALLACE
2017-05-15 - THE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION

Licensee Information

Licence NameTHE TRUSTEE FOR BARKLE PROFESSIONAL TRUST & THE TRUSTEE FOR THE CHARLTON PROFESSIONAL TRUST & THE TRUSTEE FOR THE DAV PROFESSION
Licence Number000483056

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Dataset Information

Data ProviderAustralian Securities and Investments Commission (ASIC), Financial Advisers Register
JurisdictionAustralia
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.