| Date | Description |
|---|
| 2024-05-22 |
delete chiefinvestmentofficer Simon Condon |
| 2024-05-22 |
delete address Suite 11, 1420 Logan Rd,
Mount Gravatt, Brisbane, QLD 4122 |
| 2024-05-22 |
delete person Ahmet Hassan |
| 2024-05-22 |
delete person Allen Green |
| 2024-05-22 |
delete person Gavin Moore |
| 2024-05-22 |
delete person Joel Bullimore |
| 2024-05-22 |
delete person Sahil Bhuller |
| 2024-05-22 |
delete person Simon Condon |
| 2024-05-22 |
insert address 1375 Logan Road,
Mount Gravatt, Brisbane, QLD 4122 |
| 2024-05-22 |
insert contact_pages_linkeddomain office365.com |
| 2024-05-22 |
insert index_pages_linkeddomain google.com |
| 2024-05-22 |
insert management_pages_linkeddomain adviserratings.com.au |
| 2024-05-22 |
insert person Lavika Patel |
| 2024-05-22 |
insert person Michael Herman |
| 2024-05-22 |
insert person Quang Tran |
| 2024-05-22 |
insert person Robert Larin |
| 2024-05-22 |
update person_description Chase Marshall => Chase Marshall |
| 2024-05-22 |
update person_description Jessica Alvers => Jessica Alvers |
| 2024-05-22 |
update person_description Kana Sato => Kana Sato |
| 2024-05-22 |
update person_description Zach Avarakis => Zach Avarakis |
| 2024-05-22 |
update person_title Chase Marshall: Provisional Adviser; Associate Adviser => Senior Financial Adviser |
| 2024-05-22 |
update person_title Jules McBean: Financial Adviser; Senior Financial Adviser => Financial Adviser; Partner |
| 2022-08-14 |
delete person Beth Knowles |
| 2022-08-14 |
delete person Nick Styman |
| 2022-08-14 |
delete person Sue Clarke |
| 2022-08-14 |
insert person Chase Marshall |
| 2022-08-14 |
update person_title Jessica Alvers: Financial Adviser => Senior Financial Adviser |
| 2022-06-02 |
delete person Chase Marshall |
| 2022-06-02 |
delete person Max Watkinson |
| 2022-06-02 |
insert person Jules McBean |
| 2022-06-02 |
update person_title Sue Clarke: Financial Adviser => Senior Financial Adviser |
| 2022-03-11 |
insert chiefinvestmentofficer Simon Condon |
| 2022-03-11 |
delete about_pages_linkeddomain fb.com |
| 2022-03-11 |
delete about_pages_linkeddomain netdna-ssl.com |
| 2022-03-11 |
delete about_pages_linkeddomain office365.com |
| 2022-03-11 |
delete about_pages_linkeddomain thedma.com.au |
| 2022-03-11 |
delete address Mail GPO Box 3, Melbourne, VIC 3001 |
| 2022-03-11 |
delete address Mail GPO box 5218 Sydney NSW 2001 |
| 2022-03-11 |
delete address PO Box 593,
Lutwyche
Brisbane, QLD 4030
Australia |
| 2022-03-11 |
delete address Suite 2.05, Level P1
120 Chalk St
Lutwyche
Brisbane, QLD 4030 |
| 2022-03-11 |
delete address Suite 2.05, Level P1/120 Chalk Rd
Brisbane, QLD, 4030 |
| 2022-03-11 |
delete address Suite 2406, Level 4, Tower 2
5 Lawson Street
Southport
Gold Coast, QLD 4215 |
| 2022-03-11 |
delete address Suite 9, 31 Taylor Street
Melbourne, VIC, 3039 |
| 2022-03-11 |
delete contact_pages_linkeddomain netdna-ssl.com |
| 2022-03-11 |
delete contact_pages_linkeddomain office365.com |
| 2022-03-11 |
delete contact_pages_linkeddomain thedma.com.au |
| 2022-03-11 |
delete email ad..@kdmfinancial.com.au |
| 2022-03-11 |
delete index_pages_linkeddomain netdna-ssl.com |
| 2022-03-11 |
delete index_pages_linkeddomain office365.com |
| 2022-03-11 |
delete index_pages_linkeddomain thedma.com.au |
| 2022-03-11 |
delete partner Public Complaints Policy |
| 2022-03-11 |
delete phone 1800 931 678 |
| 2022-03-11 |
delete source_ip 130.211.198.54 |
| 2022-03-11 |
delete terms_pages_linkeddomain netdna-ssl.com |
| 2022-03-11 |
delete terms_pages_linkeddomain office365.com |
| 2022-03-11 |
delete terms_pages_linkeddomain thedma.com.au |
| 2022-03-11 |
insert about_pages_linkeddomain 8bm.com.au |
| 2022-03-11 |
insert contact_pages_linkeddomain 8bm.com.au |
| 2022-03-11 |
insert index_pages_linkeddomain 8bm.com.au |
| 2022-03-11 |
insert person Gavin Moore |
| 2022-03-11 |
insert person Jessica Alvers |
| 2022-03-11 |
insert person Simon Condon |
| 2022-03-11 |
insert source_ip 141.193.213.21 |
| 2022-03-11 |
insert source_ip 141.193.213.20 |
| 2022-03-11 |
insert terms_pages_linkeddomain 8bm.com.au |
| 2022-03-11 |
update person_title Ahmet Hassan: Provisional Adviser => Financial Adviser |
| 2022-03-11 |
update person_title Anoma Peiris: Junior Partner => Partner |
| 2022-03-11 |
update person_title Callum Winlaw: Provisional Adviser => Financial Adviser |
| 2022-03-11 |
update person_title Chase Marshall: Senior Associate => Provisional Adviser; Associate Adviser |
| 2022-03-11 |
update person_title James Sutherland: Financial Services Licence ( AFSL ) Manager => Financial Services Licence ( AFSL ) Manager; Australian Financial Services Licence ( AFSL ) Manager |
| 2022-03-11 |
update person_title Kana Sato: Practice Manager => General Manager |
| 2022-03-11 |
update person_title Nick Styman: Senior Financial Adviser => Financial Adviser |
| 2022-03-11 |
update person_title Shaye Fatnowna: Senior Financial Adviser => Partner |
| 2022-03-11 |
update person_title Zach Avarakis: Provisional Adviser / View Profile => Financial Adviser |
| 2021-12-06 |
insert address PO Box 593,
Lutwyche
Brisbane, QLD 4030
Australia |
| 2021-12-06 |
insert address Suite 2406, Level 4, Tower 2
5 Lawson Street
Southport
Gold Coast, QLD 4215 |
| 2021-12-06 |
insert partner Public Complaints Policy |
| 2021-12-06 |
insert person Allen Green |
| 2021-12-06 |
insert person Maree Barwick |
| 2021-12-06 |
insert person Nick Styman |
| 2021-09-07 |
delete person Fiona Fattal |
| 2021-09-07 |
insert person Jeff Slabe |
| 2021-09-07 |
update person_description Ahmet Hassan => Ahmet Hassan |
| 2021-08-08 |
delete person Nick Graham |
| 2021-08-08 |
insert person Adam Alexander |
| 2021-08-08 |
insert person Ahmet Hassan |
| 2021-08-08 |
insert person Ruqaiya Girach |
| 2021-08-08 |
insert person Zack Watson |
| 2021-08-08 |
update person_description Sahil Bhuller => Sahil Bhuller |
| 2021-07-08 |
delete address Suite 2.05, Level P1/120 Chalk Rd
Lutwyche, QLD, 4030
Shop 11/1420 Logan Road
Mount Gravatt, QLD, 4122 |
| 2021-07-08 |
delete person Sue Clark |
| 2021-07-08 |
insert address Suite 2.05, Level P1/120 Chalk Rd
Brisbane, QLD, 4030 |
| 2021-07-08 |
insert address Suite 9, 31 Taylor Street
Melbourne, VIC, 3039 |
| 2021-07-08 |
insert address Suite 9, 31 Taylor Street,
Moonee Ponds
Melbourne, VIC 3039 |
| 2021-07-08 |
insert person Sue Clarke |
| 2021-07-08 |
update person_description Nick Graham => Nick Graham |
| 2021-06-08 |
delete otherexecutives Blake Askew |
| 2021-06-08 |
insert otherexecutives Jake Perrin |
| 2021-06-08 |
insert otherexecutives Sheneli Weerasinghe |
| 2021-06-08 |
insert otherexecutives Vashist Dwarka |
| 2021-06-08 |
delete person Blake Askew |
| 2021-06-08 |
insert person Jake Perrin |
| 2021-06-08 |
insert person Joel Bullimore |
| 2021-06-08 |
insert person Nick Graham |
| 2021-06-08 |
insert person Sheneli Weerasinghe |
| 2021-06-08 |
insert person Vashist Dwarka |
| 2021-06-08 |
update person_title James Sutherland: Australian Financial Services Licence Manager => Australian Financial Services Licence ( AFSL ) Manager / View Profile |
| 2021-06-08 |
update person_title Zach Avarakis: Provisional Adviser / View Profile => Provisional Adviser |
| 2021-04-15 |
insert otherexecutives Blake Askew |
| 2021-04-15 |
insert otherexecutives James Barlow |
| 2021-04-15 |
insert otherexecutives Srushti Prajapati |
| 2021-04-15 |
delete email ch..@kdmfinancial.com.au |
| 2021-04-15 |
delete email kr..@kdmfinancial.com.au |
| 2021-04-15 |
delete email lu..@kdmfinancial.com.au |
| 2021-04-15 |
delete email sh..@kdmfinancial.com.au |
| 2021-04-15 |
insert person Beth Knowles |
| 2021-04-15 |
insert person Callum Winlaw |
| 2021-04-15 |
insert person Dane Pevy |
| 2021-04-15 |
insert person James Barlow |
| 2021-04-15 |
insert person James Sutherland |
| 2021-04-15 |
insert person Michael Barlow |
| 2021-04-15 |
insert person Sahil Bhuller |
| 2021-04-15 |
insert person Sue Clark |
| 2021-04-15 |
insert phone 1300 731 372 |
| 2021-04-15 |
update person_description Anoma Peiris => Anoma Peiris |
| 2021-04-15 |
update person_description Kris Martin => Kris Martin |
| 2021-04-15 |
update person_title Blake Askew: Financial Administration Officer => Administration Officer |
| 2021-04-15 |
update person_title Chase Marshall: Associate Adviser => Senior Associate |
| 2021-04-15 |
update person_title Fiona Fattal: Senior Associate Adviser => Senior Associate |
| 2021-04-15 |
update person_title George Fattal: Senior Financial Adviser => Mortgage Broker |
| 2021-04-15 |
update person_title Max Watkinson: Financial Administration Officer => Senior Associate |
| 2021-04-15 |
update person_title Srushti Prajapati: Financial Administration Officer => Administration Officer |
| 2021-04-15 |
update person_title Zach Avarakis: Senior Associate Adviser => Provisional Adviser / View Profile |
| 2021-02-20 |
delete address PO Box 1066,
Milton, QLD 4064
Australia |
| 2021-02-20 |
delete address Shop T2.05/543 Lutwyche Rd
Lutwyche, QLD, 4030
Shop 11/1420 Logan Road
Mount Gravatt, QLD, 4122 |
| 2021-02-20 |
delete address Suite T2.05/543 Lutwyche Rd
Lutwyche
Brisbane, QLD 4030 |
| 2021-02-20 |
insert address Suite 2.05, Level P1/120 Chalk Rd
Lutwyche, QLD, 4030
Shop 11/1420 Logan Road
Mount Gravatt, QLD, 4122 |
| 2021-02-20 |
insert address Suite 2.05, Level P1/120 Chalk St
Lutwyche
Brisbane, QLD 4030 |
| 2021-02-20 |
update primary_contact Suite T2.05/543 Lutwyche Rd
Lutwyche
Brisbane, QLD 4030 => Suite 2.05, Level P1/120 Chalk St
Lutwyche
Brisbane, QLD 4030 |
| 2021-01-20 |
delete address Level 1, 1454 Logan Road,
Mount Gravatt
Brisbane, QLD 4122 |
| 2021-01-20 |
delete address Suite 7, 36 Finchley Street
Milton, QLD, 4064 |
| 2021-01-20 |
delete address Suite 7, 36 Finchley Street,
Milton
Brisbane, QLD 4064 |
| 2021-01-20 |
delete email ma..@kdmfinancial.com.au |
| 2021-01-20 |
delete fax 07 3369 0018 |
| 2021-01-20 |
delete person Keely Redding |
| 2021-01-20 |
delete person Lauren McGarvey |
| 2021-01-20 |
delete phone 07 3422 8059 |
| 2021-01-20 |
insert address Shop T2.05/543 Lutwyche Rd
Lutwyche, QLD, 4030
Shop 11/1420 Logan Road
Mount Gravatt, QLD, 4122 |
| 2021-01-20 |
insert address Suite 11/1420 Logan Rd
Mount Gravatt
Brisbane, QLD 4122 |
| 2021-01-20 |
insert address Suite T2.05/543 Lutwyche Rd
Lutwyche
Brisbane, QLD 4030 |
| 2021-01-20 |
insert person Blake Askew |
| 2021-01-20 |
insert person Phil Conwell |
| 2021-01-20 |
insert person Srushti Prajapati |
| 2021-01-20 |
update person_title Zach Avarakis: Associate Adviser => Senior Associate Adviser |
| 2021-01-20 |
update primary_contact Suite 7, 36 Finchley Street,
Milton
Brisbane, QLD 4064 => Suite T2.05/543 Lutwyche Rd
Lutwyche
Brisbane, QLD 4030 |
| 2020-10-01 |
insert email ch..@kdmfinancial.com.au |
| 2020-10-01 |
insert person Lauren McGarvey |
| 2020-07-25 |
delete person Hiroshi Abeykoon |
| 2020-07-25 |
delete person Morgan Johnson |
| 2020-05-24 |
insert about_pages_linkeddomain facebook.com |
| 2020-05-24 |
insert about_pages_linkeddomain fb.com |
| 2020-05-24 |
insert about_pages_linkeddomain instagram.com |
| 2020-05-24 |
insert about_pages_linkeddomain linkedin.com |
| 2020-05-24 |
insert about_pages_linkeddomain office365.com |
| 2020-05-24 |
insert about_pages_linkeddomain youtube.com |
| 2020-05-24 |
insert address Level 1, 1454 Logan Road,
Mount Gravatt
Brisbane, QLD 4122 |
| 2020-05-24 |
insert address Suite 7, 36 Finchley Street
Milton, QLD, 4064 |
| 2020-05-24 |
insert contact_pages_linkeddomain facebook.com |
| 2020-05-24 |
insert contact_pages_linkeddomain instagram.com |
| 2020-05-24 |
insert contact_pages_linkeddomain linkedin.com |
| 2020-05-24 |
insert contact_pages_linkeddomain office365.com |
| 2020-05-24 |
insert contact_pages_linkeddomain youtube.com |
| 2020-05-24 |
insert email ad..@kdmfinancial.com.au |
| 2020-05-24 |
insert index_pages_linkeddomain facebook.com |
| 2020-05-24 |
insert index_pages_linkeddomain instagram.com |
| 2020-05-24 |
insert index_pages_linkeddomain linkedin.com |
| 2020-05-24 |
insert index_pages_linkeddomain office365.com |
| 2020-05-24 |
insert index_pages_linkeddomain youtube.com |
| 2020-05-24 |
insert management_pages_linkeddomain facebook.com |
| 2020-05-24 |
insert management_pages_linkeddomain instagram.com |
| 2020-05-24 |
insert management_pages_linkeddomain office365.com |
| 2020-05-24 |
insert management_pages_linkeddomain youtube.com |
| 2020-05-24 |
insert phone 07 3422 8059 |
| 2020-05-24 |
insert service_pages_linkeddomain facebook.com |
| 2020-05-24 |
insert service_pages_linkeddomain instagram.com |
| 2020-05-24 |
insert service_pages_linkeddomain linkedin.com |
| 2020-05-24 |
insert service_pages_linkeddomain office365.com |
| 2020-05-24 |
insert service_pages_linkeddomain youtube.com |
| 2020-03-24 |
insert person Chase Marshall |
| 2020-03-24 |
insert person Shaye Fatnowna |
| 2020-02-22 |
delete email sa..@kdmfinancial.com.au |
| 2020-02-22 |
insert email sa..@kdmfinancial.com.au |
| 2020-02-22 |
insert management_pages_linkeddomain netdna-ssl.com |
| 2020-01-22 |
insert person Sam Mamone |
| 2019-12-21 |
delete otherexecutives Roslyn Simmonds |
| 2019-12-21 |
insert ceo Kris Martin |
| 2019-12-21 |
delete person Brett Dunn |
| 2019-12-21 |
delete person Cheryl Drury |
| 2019-12-21 |
delete person Colin Fincher |
| 2019-12-21 |
delete person Grand Thornton |
| 2019-12-21 |
delete person Roslyn Simmonds |
| 2019-12-21 |
insert person Fiona Fattal |
| 2019-12-21 |
insert person George Fattal |
| 2019-12-21 |
insert person Hiroshi Abeykoon |
| 2019-12-21 |
insert person Max Watkinson |
| 2019-12-21 |
update person_title Anoma Peiris: Senior Financial Adviser; Associate Member of the Financial Planning Association of Australia => Junior Partner; Associate Member of the Financial Planning Association of Australia |
| 2019-12-21 |
update person_title Kana Sato: Associate Adviser => Practice Manager |
| 2019-12-21 |
update person_title Keely Redding: Financial Administrator => Financial Administration Officer |
| 2019-12-21 |
update person_title Kris Martin: Principal; Financial Adviser; Principal Adviser With; Representative => Managing Partner; Principal Adviser With; Representative |
| 2019-12-21 |
update person_title Luke Marshall: Financial Planner; Associate of the Financial Planning Association of Australia; Partner - Financial Adviser => Associate of the Financial Planning Association of Australia; Financial Planner; Senior Partner |
| 2019-10-22 |
delete address Level 33, 201 Kent Street
Sydney, NSW, 2000 |
| 2019-10-22 |
delete registration_number 13 091 225 642 |
| 2019-07-23 |
delete person Jonathon Radford |
| 2019-07-23 |
delete person Lehmann Flanigan |
| 2019-07-23 |
delete person Leo Rodino |
| 2019-07-23 |
delete person Sue Struchlak |
| 2019-07-23 |
insert person Cheryl Drury |
| 2019-07-23 |
update person_title Kana Sato: Financial Administration Officer => Associate Adviser |
| 2019-07-23 |
update person_title Keely Redding: Administration Support => Financial Administrator |
| 2019-07-23 |
update person_title Zach Avarakis: Staff Member => Associate Adviser |
| 2019-06-23 |
delete management_pages_linkeddomain netdna-ssl.com |
| 2019-06-23 |
insert email jo..@kdmfinancial.com.au |
| 2019-02-11 |
insert person Zach Avarakis |
| 2018-12-01 |
insert person Keely Redding |
| 2018-12-01 |
insert person Morgan Johnson |
| 2018-12-01 |
update person_description Jonathon Radford => Jonathon Radford |
| 2018-12-01 |
update person_title Jonathon Radford: Associate => Financial Adviser; Representative |
| 2018-10-22 |
update person_title Anoma Peiris: Senior Financial Adviser; Associate Member of the Financial Planning Association of Australia; Senior Financial Adviser / Authorised Representative No. 001002082 => Senior Financial Adviser; Associate Member of the Financial Planning Association of Australia |
| 2018-09-19 |
delete person Maureen Siolo |
| 2018-09-19 |
delete person Simon Milton |
| 2018-08-14 |
insert website_emails ad..@kdmfinancial.com.au |
| 2018-08-14 |
delete email an..@kdmfinancial.com.au |
| 2018-08-14 |
insert email ad..@kdmfinancial.com.au |
| 2018-08-14 |
insert person Brett Dunn |
| 2018-08-14 |
insert person Grand Thornton Australia |
| 2018-08-14 |
insert person Grant Thornton Australia |
| 2018-08-14 |
insert person Jonathon Radford |
| 2018-08-14 |
insert person Kana Sato |
| 2018-08-14 |
insert person Leo Rodino |
| 2018-08-14 |
insert person Roslyn Simmonds |
| 2018-08-14 |
insert person Sue Struchlak |
| 2018-08-14 |
update person_description Anoma Peiris => Anoma Peiris |
| 2018-08-14 |
update person_title Anoma Peiris: Associate Member of the Financial Planning Association of Australia; Senior Financial Planner => Senior Financial Adviser; Associate Member of the Financial Planning Association of Australia; Senior Financial Adviser / Authorised Representative No. 001002082 |
| 2018-03-28 |
delete person Larissa Tapsall |
| 2018-03-28 |
insert person Anoma Peiris |
| 2018-03-28 |
update person_title Simon Milton: Business Development ( Insurance ) => Business Development Manager |
| 2017-11-20 |
delete person Melicha Ahmat |
| 2017-07-15 |
delete personal_emails si..@assuranceplanning.com.au |
| 2017-07-15 |
delete email si..@assuranceplanning.com.au |
| 2017-07-15 |
insert email si..@kdmfinancial.com.au |
| 2017-07-15 |
insert person Larissa Tapsall |
| 2017-07-15 |
insert person Luke Marshall |
| 2017-07-15 |
insert person Melicha Ahmat |
| 2017-07-15 |
update person_title Colin Fincher: Representative; Risk Adviser for Lifewriters Mutual Group Which Has a Succession Arrangement With => Representative; Risk Insurance Adviser - Lifewriters Mutual Group |
| 2017-07-15 |
update person_title Maureen Siolo: Client Manager => Client Services Manager |
| 2017-07-15 |
update person_title Simon Milton: Financial Adviser and Founder of Assurance Planning => Business Development ( Insurance ) |
| 2017-04-28 |
update person_title Colin Fincher: Financial Adviser; Representative => Representative; Risk Adviser for Lifewriters Mutual Group Which Has a Succession Arrangement With |
| 2016-12-06 |
delete source_ip 119.9.9.205 |
| 2016-12-06 |
insert source_ip 130.211.198.54 |
| 2016-11-08 |
insert person Simon Milton |
| 2016-09-12 |
delete person Duncan Perkins |