CHARLES DANIEL BAGGULEY


Licensee: DMG FINANCIAL PLANNING PTY LTD

CHARLES DANIEL BAGGULEY (Adviser# 000278349) 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 25, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name CHARLES DANIEL BAGGULEY
Adviser Number 000278349
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000238354
DMG FINANCIAL PLANNING PTY LTD
Licence ABN 22095967525
Adviser Start Date 2013-02-25
Appointing Representative Name DMG FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000238354
Appointing Representative ABN 22095967525
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • CHARLES DANIEL BAGGULEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes IDPS Only
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Margin Lending Facility Non Standard

Qualifications and training history

Qualification / Degree Institute / School
Accredited Aged Care Professional Aged Care Steps
Bachelor of Business (Financial Planning) RMIT
CFP Certification FPA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000238354 DMG FINANCIAL PLANNING PTY LTD 2013-02-25 - DMG FINANCIAL PLANNING PTY LTD
000247103 T.P.G. (VIC) PTY LTD 2004-07-16 - 2011-08-01 CHARLES DANIEL BAGGULEY

Licensee Information

Licence Name DMG FINANCIAL PLANNING PTY LTD
Licence Number 000238354
Licence ABN 22095967525

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MANON RUNGE Dmg Financial Planning Pty Ltd Current 2017-07-10
GARY STEPHEN LUCAS Dmg Financial Planning Pty Ltd Current 2017-07-01
AMY FLEMING Dmg Financial Planning Pty Ltd Current 2017-03-20
LARA HANNAH SHEARMAN Dmg Financial Planning Pty Ltd Ceased 2016-04-04
SALLY-ANNE JONES Dmg Financial Planning Pty Ltd Current 2008-08-18
BENJAMIN KADE LANCASTER Dmg Financial Planning Pty Ltd Current 2008-01-16
JULIE LORRAINE IRVING Dmg Financial Planning Pty Ltd Current 2008-01-16
JAYNE ELIZABETH DIBBLE Dmg Financial Planning Pty Ltd Current 2008-01-16

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MANON RUNGE Dmg Financial Planning Pty Ltd Current 2017-07-10
GARY STEPHEN LUCAS Dmg Financial Planning Pty Ltd Current 2017-07-01
AMY FLEMING Dmg Financial Planning Pty Ltd Current 2017-03-20
LARA HANNAH SHEARMAN Dmg Financial Planning Pty Ltd Ceased 2016-04-04
SALLY-ANNE JONES Dmg Financial Planning Pty Ltd Current 2008-08-18
BENJAMIN KADE LANCASTER Dmg Financial Planning Pty Ltd Current 2008-01-16
JULIE LORRAINE IRVING Dmg Financial Planning Pty Ltd Current 2008-01-16
JAYNE ELIZABETH DIBBLE Dmg Financial Planning Pty Ltd Current 2008-01-16

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.