GARY RAYMOND SKELTON

Licensee: KOTHES FINANCIAL PLANNING PTY LTD

GARY RAYMOND SKELTON (Adviser# 000238849) 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 2, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name GARY RAYMOND SKELTON
Adviser Number 000238849
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000484698
KOTHES FINANCIAL PLANNING PTY LTD
Licence Controlled By The Trustee for KOTHE PROFESSIONAL TRUST
Adviser Start Date 2017-05-02
Appointing Representative Name KOTHES FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000484698
Memberships Chartered Accountants Australia and New Zealand (CA)
Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • GARY RAYMOND SKELTON
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Swinburne Institute of Technology
Bachelor of Business Swinburne Institute of Technology
Financial Planning Proper Authority Course Institute of Chartered Accountants in Australia
Financial Planning Proper Authority Course Institute of Chartered Accountants in Australia
Self Managed Superannuation Fund Specialisation Course University of New South Wales
Self Managed Superannuation Fund Specialisation Course University of New South Wales

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000484698 KOTHES FINANCIAL PLANNING PTY LTD
Licence controlled by: The Trustee for KOTHE PROFESSIONAL TRUST
2017-05-02 - KOTHES FINANCIAL PLANNING PTY LTD
000240837 BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2007-12-21 - BRIDGES FINANCIAL SERVICES PTY LIMITED

Licensee Information

Licence Name KOTHES FINANCIAL PLANNING PTY LTD
Licence Number 000484698

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.