TRACEY GROSE (Adviser# 000271505) 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 February 6, 2017.
| Register Name | Financial Advisers |
| Adviser Name | TRACEY GROSE |
| Adviser Number | 000271505 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000240837 BRIDGES FINANCIAL SERVICES PTY LIMITED |
| Licence ABN | 60003474977 |
| Licence Controlled By | IOOF HOLDINGS LTD |
| Adviser Start Date | 2017-02-06 |
| Appointing Representative Name | BRIDGES FINANCIAL SERVICES PTY LIMITED |
| Appointing Representative Number | 000240837 |
| Appointing Representative ABN | 60003474977 |
| Memberships | Association of Financial Advisers (AFA) |
| Further Restrictions | Superannuation All - excludes Self Managed Superannuation Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
| Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
| Margin Lending and Geared Investments | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240837 |
BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD Further restrictions: Superannuation All - excludes Self Managed Superannuation Funds |
2017-02-06 - | BRIDGES FINANCIAL SERVICES PTY LIMITED |
| 000240984 | HERITAGE BANK LIMITED | 2013-07-22 - 2016-12-09 | HERITAGE BANK LIMITED |
| 000233716 | WESTPAC FINANCIAL SERVICES LIMITED | 2007-04-01 - 2013-07-01 |
| Licence Name | BRIDGES FINANCIAL SERVICES PTY LIMITED |
| Licence Number | 000240837 |
| Licence ABN | 60003474977 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LAUREN MAREE SMITH | Bridges Financial Services Pty Limited | Current | 2018-07-31 |
| ALBERT ALEXANDER EVANS | Bridges Financial Services Pty Limited | Current | 2018-07-09 |
| JONATHAN SIMS | Bridges Financial Services Pty Limited | Current | 2018-05-22 |
| DEEN MCGOLDRICK | Bridges Financial Services Pty Limited | Current | 2018-04-17 |
| SCOTT PADGETT | Bridges Financial Services Pty Limited | Ceased | 2018-04-03 |
| VIRGINIA JANNETTE HUTCHINS | Bridges Financial Services Pty Limited | Current | 2018-03-26 |
| NICHOLAS JAMES CALHAU | Bridges Financial Services Pty Limited | Current | 2018-03-19 |
| VINCENZO GAGLIARDI | Bridges Financial Services Pty Limited | Current | 2018-02-28 |
| LEANNE MAREE MCLAUGHLIN | Bridges Financial Services Pty Limited | Current | 2018-02-27 |
| ANTHONY PAUL KANE | Bridges Financial Services Pty Limited | Current | 2017-12-06 |
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| 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.