PENELOPE JANE TILLEY


Licensee: VWM FINANCIAL SERVICES PTY LTD

PENELOPE JANE TILLEY (Adviser# 000248819) 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 September 5, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name PENELOPE JANE TILLEY
Adviser Number 000248819
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000345744
VWM FINANCIAL SERVICES PTY LTD
Licence ABN 28142107015
Licence Controlled By FRANK SCIARRONE
MATTHEW MCCARNEY
TIMOTHY FLAVELL
Adviser Start Date 2013-09-05
Appointing Representative Name THE TRUSTEE FOR VANTAGE WEALTH MANAGEMENT UNIT TRUST
Appointing Representative Number 000337994
Appointing Representative ABN 80325416917
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PENELOPE JANE TILLEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Economics and Finance) Curtin University
Certified Financial Planner Financial Planning Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000345744 VWM FINANCIAL SERVICES PTY LTD
Licence controlled by: FRANK SCIARRONE ~ MATTHEW MCCARNEY ~ TIMOTHY FLAVELL
2013-09-05 - THE TRUSTEE FOR VANTAGE WEALTH MANAGEMENT UNIT TRUST
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2013-05-31 - 2013-08-19 PENELOPE JANE TILLEY
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2004-01-01 - 2007-04-03 PENELOPE JANE TILLEY

Licensee Information

Licence Name VWM FINANCIAL SERVICES PTY LTD
Licence Number 000345744
Licence ABN 28142107015

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NATHAN STUART Vwm Financial Services Pty Ltd Current 2018-06-26
BENJAMIN PAUL DEVENISH Vwm Financial Services Pty Ltd Current 2018-03-01
TIMOTHY JAMES FLAVELL Vwm Financial Services Pty Ltd Current 2010-09-01
MATTHEW VINCENT MILTON MCCARNEY Vwm Financial Services Pty Ltd Current 2010-09-01
FRANK SCIARRONE Vwm Financial Services Pty Ltd Current 2010-09-01
BEN KIROU Vwm Financial Services Pty Ltd Current 2010-09-01
IAN VERNON WICKENS Vwm Financial Services Pty Ltd Ceased 2010-09-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NATHAN STUART Vwm Financial Services Pty Ltd Current 2018-06-26
BENJAMIN PAUL DEVENISH Vwm Financial Services Pty Ltd Current 2018-03-01
TIMOTHY JAMES FLAVELL Vwm Financial Services Pty Ltd Current 2010-09-01
MATTHEW VINCENT MILTON MCCARNEY Vwm Financial Services Pty Ltd Current 2010-09-01
FRANK SCIARRONE Vwm Financial Services Pty Ltd Current 2010-09-01
BEN KIROU Vwm Financial Services Pty Ltd Current 2010-09-01
IAN VERNON WICKENS Vwm Financial Services Pty Ltd Ceased 2010-09-01

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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.