ADAM HARTARD


Licensee: GPS WEALTH LTD

ADAM HARTARD (Adviser# 000298849) 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 October 16, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ADAM HARTARD
Adviser Number 000298849
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000254544
GPS WEALTH LTD
Licence ABN 17005482726
Licence Controlled By EASTON INVESTMENTS LIMITED
Adviser Start Date 2017-10-16
Appointing Representative Name GPS WEALTH LTD
Appointing Representative Number 000254544
Appointing Representative ABN 17005482726
Memberships Tax Practitioners Board

Authorisations to provide financial product advice

  • ADAM HARTARD
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma Financial Service FP Mentor Education
SMSF Certificate Dip FS Pinnacle

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000254544 GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED
2017-10-16 - GPS WEALTH LTD
000229892 LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust
Further restrictions: Authorised to provide personal financial product advice to retail clients on MDA Services.
2015-07-09 - 2017-09-26 LIFESPAN FINANCIAL PLANNING PTY LTD
000331535 MANDALAY WEALTH MANAGEMENT PTY LTD 2014-03-14 - 2014-12-22
000310487 INSIGNIA PLATFORMS PTY LTD 2011-06-17 - 2012-09-14
000238030 WEALTHSURE PTY LTD 2008-06-05 - 2011-06-15

Licensee Information

Licence Name GPS WEALTH LTD
Licence Number 000254544
Licence ABN 17005482726

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LESLEY ANNE CROSS Gps Wealth Ltd Current 2018-08-27
PRISCILLA HARRIET STRELOW Gps Wealth Ltd Current 2018-08-27
KIM MOONEY Gps Wealth Ltd Current 2018-08-13
GAMBHIR WATTS Gps Wealth Ltd Current 2018-08-13
CLAIRE MARTIN Gps Wealth Ltd Current 2018-08-10
LEIGH VICTOR VELLA Gps Wealth Ltd Current 2018-07-26
JOHN PAUL EDWARDS Gps Wealth Ltd Current 2018-07-26
ANDREW JAMES HAYNES Gps Wealth Ltd Current 2018-07-12
MARK NOEL WORRALL Gps Wealth Ltd Current 2018-07-10
ALEXANDAR BOZINOVSKI Gps Wealth Ltd Current 2018-07-02

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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.