Josh Mark Metcalf – Financial Adviser
Adviser identifying number: 1008044
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: PLAN B WEALTH MANAGEMENT PTY LTD
Licence number: 220382
Licensee’s ABN: 42052834634
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 23/04/2015
The date the Financial Adviser ceased the appointment: 31/05/2015
Name of the Authorised Representative: PLAN B WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000220382
Authorised Representative’s ABN: 42052834634
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- Bachelor of Commerce (Financial Planning) – Curtin University
- Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
- Margin Lending and Geared Investments – Kaplan
- Self Managed Super Funds – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Josh Mark Metcalf is authorised to provide advices on following products: