YVONNE GILLAM


Licensee: PATRON FINANCIAL SERVICES PTY LTD

YVONNE GILLAM (Adviser# 000250994) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is February 7, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name YVONNE GILLAM
Adviser Number 000250994
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000307379
PATRON FINANCIAL SERVICES PTY LTD
Licence ABN 13122381908
Licence Controlled By STEINHARDT HOLDINGS PTY LTD
Adviser Start Date 2017-02-07
Adviser End Date 2018-06-08
Appointing Representative Name PATRON FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000307379
Appointing Representative ABN 13122381908
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Excludes SMSF

Authorisations to provide financial product advice

  • YVONNE GILLAM

Qualifications and training history

Qualification / Degree Institute / School
ASX Listed Products Accreditation Course LPAC Online
Diploma of Financial Planning Financial Planning Association
Margin Lending and Geared Investments Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000307379 PATRON FINANCIAL SERVICES PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
Further restrictions: Excludes SMSF
2017-02-07 - 2018-06-08 PATRON FINANCIAL SERVICES PTY LTD
000236523 INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
Further restrictions: Excludes SMSF
2010-01-18 - INFOCUS SECURITIES AUSTRALIA PTY LTD

Licensee Information

Licence Name PATRON FINANCIAL SERVICES PTY LTD
Licence Number 000307379
Licence ABN 13122381908

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LACHLAN ANDREWS BARR Patron Financial Services Pty Ltd Current 2017-03-13
CHANDAR VARADHAN Patron Financial Services Pty Ltd Current 2016-02-25
LYN DIXON Patron Financial Services Pty Ltd Ceased 2015-12-22
NICKOLAS KONDRATENKO Patron Financial Services Pty Ltd Ceased 2015-06-05
FAI DENG Patron Financial Services Pty Ltd Ceased 2015-06-05
JINGJING YE Patron Financial Services Pty Ltd Ceased 2015-04-02
BILL SACMAROSKI Patron Financial Services Pty Ltd Current 2015-03-02
MUSHTAQ KHAN Patron Financial Services Pty Ltd Ceased 2015-02-20
HAROLD JOHN GARDEN Patron Financial Services Pty Ltd Current 2015-02-13
KAYLEE AILSA GARDEN Patron Financial Services Pty Ltd Current 2015-02-13

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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.