RAYMOND ROY BOSTELMAN


Licensee: SAGE ALLIANCE PTY LIMITED

RAYMOND ROY BOSTELMAN (Adviser# 000253374) 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, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name RAYMOND ROY BOSTELMAN
Adviser Number 000253374
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000453863
SAGE ALLIANCE PTY LIMITED
Licence ABN 40166313131
Adviser Start Date 2016-05-02
Appointing Representative Name GEMINI MANAGEMENT PTY LTD
Appointing Representative Number 000316419

Authorisations to provide financial product advice

  • RAYMOND ROY BOSTELMAN
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Arts (Business & Tourism Management) University of Technology Sydney
Diploma of Financial Services (Financial Planning) Financial Services Training & Assessment

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000453863 SAGE ALLIANCE PTY LIMITED 2016-05-02 - GEMINI MANAGEMENT PTY LTD
000342766 LIONSGATE FINANCIAL GROUP PTY. LTD. 2011-07-28 - 2016-04-29 LIONSGATE FINANCIAL GROUP PTY. LTD.
000238478 FUTURO FINANCIAL SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD
2008-09-16 - 2011-07-27
000247105 SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD
2005-06-24 - 2008-09-15
000239183 AON HEWITT FINANCIAL ADVICE LIMITED 2004-01-01 - 2005-06-23

Licensee Information

Licence Name SAGE ALLIANCE PTY LIMITED
Licence Number 000453863
Licence ABN 40166313131

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KATHLEEN HELEN MASSASSO Sage Alliance Pty Limited Current 2018-03-26
MARIAN JOYCE INVERARITY Sage Alliance Pty Limited Current 2014-06-15
STEPHEN JAMES GLOSSOP Sage Alliance Pty Limited Current 2014-06-09

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KATHLEEN HELEN MASSASSO Sage Alliance Pty Limited Current 2018-03-26
MARIAN JOYCE INVERARITY Sage Alliance Pty Limited Current 2014-06-15
STEPHEN JAMES GLOSSOP Sage Alliance Pty Limited Current 2014-06-09

Competitor

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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.