JOHN FRANCIS MCILROY


Licensee: CRYSTAL WEALTH PARTNERS LTD

JOHN FRANCIS MCILROY (Adviser# 000299319) 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 July 1, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOHN FRANCIS MCILROY
Adviser Number 000299319
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1984
Financial Service (AFS) Licence Licence# 000412226
CRYSTAL WEALTH PARTNERS LTD
Licence ABN 78151929823
Licence Controlled By CRYSTAL WEALTH PARTNERS LTD
Adviser Start Date 2012-07-01
Appointing Representative Name CRYSTAL WEALTH PARTNERS LTD
Appointing Representative Number 000412226
Appointing Representative ABN 78151929823
Memberships CPA Australia (CPA)
Institute of Company Directors
Institute of Managed Account Providers (IMAP)
Registered Tax Agent
Self-managed Independent Super Funds Association

Authorisations to provide financial product advice

  • JOHN FRANCIS MCILROY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services
  • ·
  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business RMIT
Certificate in Training Financial Essentials
Graduate of Institute of Company Directors Institute of Company Directors

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000412226 CRYSTAL WEALTH PARTNERS LTD
Licence controlled by: CRYSTAL WEALTH PARTNERS LTD
2012-07-01 - CRYSTAL WEALTH PARTNERS LTD
000291195 SMSF ADMINISTRATION SOLUTIONS PTY LTD
Licence controlled by: AMP SMSF PTY LIMITED
2006-03-01 - 2012-06-30 SMSF ADMINISTRATION SOLUTIONS PTY LTD

Licensee Information

Licence Name CRYSTAL WEALTH PARTNERS LTD
Licence Number 000412226
Licence ABN 78151929823

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER BARRETT Crystal Wealth Partners Ltd Current 2016-01-05
CHRIS MURRAY Crystal Wealth Partners Ltd Current 2016-01-04
LOUISE MAREE LAKOMY Crystal Wealth Partners Ltd Current 2014-08-11
KEITH EDWARD VERNER Crystal Wealth Partners Ltd Current 2013-10-28
LISA MAREE FOWLER Crystal Wealth Partners Ltd Current 2012-09-01
TIMOTHY JAMES WEDD Crystal Wealth Partners Ltd Current 2011-12-23

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER BARRETT Crystal Wealth Partners Ltd Current 2016-01-05
CHRIS MURRAY Crystal Wealth Partners Ltd Current 2016-01-04
LOUISE MAREE LAKOMY Crystal Wealth Partners Ltd Current 2014-08-11
KEITH EDWARD VERNER Crystal Wealth Partners Ltd Current 2013-10-28
LISA MAREE FOWLER Crystal Wealth Partners Ltd Current 2012-09-01
TIMOTHY JAMES WEDD Crystal Wealth Partners Ltd Current 2011-12-23

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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.