CONRAD GILBERT


Licensee: COUNT FINANCIAL LIMITED

CONRAD GILBERT (Adviser# 000283914) 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 December 22, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name CONRAD GILBERT
Adviser Number 000283914
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1989
Financial Service (AFS) Licence Licence# 000227232
COUNT FINANCIAL LIMITED
Licence ABN 19001974625
Licence Controlled By COMMONWEALTH BANK OF AUSTRALIA
Adviser Start Date 2017-12-22
Appointing Representative Name COUNT FINANCIAL LIMITED
Appointing Representative Number 000227232
Appointing Representative ABN 19001974625
Memberships Financial Planning Association (FPA) - Certified Financial Planner

Authorisations to provide financial product advice

  • CONRAD GILBERT
  • ·
  • 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 Commerce (Commerce & Administration) Griffith University
Diploma of Financial Planning Financial Planning Assocation of Australia
Diploma of Financial Services (Financial Planning) Pinnacle Financial Services Academy
Margin Lending & Geared Investments Kaplan Professional
Master of Business Administration University of Queensland

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2017-12-22 - COUNT FINANCIAL LIMITED
000422854 MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence controlled by: MORTGAGE CHOICE LIMITED
2017-03-09 - 2017-11-10 MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2016-09-06 - 2016-12-16 WESTPAC BANKING CORPORATION
000231138 FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2012-06-28 - 2016-04-04 FINANCIAL WISDOM LIMITED
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2010-03-20 - 2012-06-27

Licensee Information

Licence Name COUNT FINANCIAL LIMITED
Licence Number 000227232
Licence ABN 19001974625

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANTHONY RAGONESE Count Financial Limited Current 2018-08-22
JENNIFER GREGORY Count Financial Limited Current 2018-08-20
JOHN SAADE Count Financial Limited Current 2018-08-14
KYLIE ALCORN Count Financial Limited Current 2018-08-10
JEREMY GUIRGUIS Count Financial Limited Current 2018-08-10
JACQUELINE QUENTAL Count Financial Limited Current 2018-08-01
KADE JEFFREE BEASLEY Count Financial Limited Current 2018-07-12
THI MAI THAO LAM Count Financial Limited Current 2018-06-08
ANDREW LUKE DOS SANTOS Count Financial Limited Current 2018-05-10
JAMES PETER COLIN BROWN Count Financial Limited Current 2018-05-08

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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.