GERARD WITTS


Licensee: MCMILLAN FINANCIAL PLANNING PTY LTD

GERARD WITTS (Adviser# 000253145) 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 January 5, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name GERARD WITTS
Adviser Number 000253145
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1990
Financial Service (AFS) Licence Licence# 000239645
MCMILLAN FINANCIAL PLANNING PTY LTD
Licence ABN 90074586217
Licence Controlled By Angus Management Trust
Adviser Start Date 2004-01-05
Appointing Representative Name MCMILLAN FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000239645
Appointing Representative ABN 90074586217
Memberships CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Tax Practitioners Board

Authorisations to provide financial product advice

  • GERARD WITTS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Certified Practising Accountant CPA
Diploma of Financial Services Integratec

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000239645 MCMILLAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Angus Management Trust
2004-01-05 - MCMILLAN FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name MCMILLAN FINANCIAL PLANNING PTY LTD
Licence Number 000239645
Licence ABN 90074586217

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CLAIRE MAREE RICHMOND-MILLER Mcmillan Financial Planning Pty Ltd Current 2018-04-27
CALLIE ANN COOK Mcmillan Financial Planning Pty Ltd Current 2018-04-27
RODNEY WILLIAM ROWLEY Mcmillan Financial Planning Pty Ltd Current 2004-08-02
ROBERT KIDDELL Mcmillan Financial Planning Pty Ltd Current 2004-01-05

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CLAIRE MAREE RICHMOND-MILLER Mcmillan Financial Planning Pty Ltd Current 2018-04-27
CALLIE ANN COOK Mcmillan Financial Planning Pty Ltd Current 2018-04-27
RODNEY WILLIAM ROWLEY Mcmillan Financial Planning Pty Ltd Current 2004-08-02
ROBERT KIDDELL Mcmillan Financial Planning Pty Ltd Current 2004-01-05

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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.