GEOFFREY MULLANE


Licensee: HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD

GEOFFREY MULLANE (Adviser# 000231610) 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 3, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name GEOFFREY MULLANE
Adviser Number 000231610
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1999
Financial Service (AFS) Licence Licence# 000507160
HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD
Licence Controlled By HAMILTON MORELLO PTY. LTD.
Adviser Start Date 2018-08-03
Appointing Representative Name HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD
Appointing Representative Number 000507160
Memberships CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
SMSF Association - SMSF Specialist Advisor (SSA)

Authorisations to provide financial product advice

  • GEOFFREY MULLANE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
DFS: Introductory Training Course Count
Diploma of Business Studies (Accounting) RMIT
Margin Lending & Geared Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000507160 HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD
Licence controlled by: HAMILTON MORELLO PTY. LTD.
2018-08-03 - HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Securities.
2003-07-01 - 2018-08-02 COUNT FINANCIAL LIMITED

Licensee Information

Licence Name HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD
Licence Number 000507160

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.