SUSAN O'LEARY (Adviser# 000308306) 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 9, 2018.
| Register Name | Financial Advisers |
| Adviser Name | SUSAN O'LEARY |
| Adviser Number | 000308306 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000243313 SYNCHRONISED BUSINESS SERVICES PTY LTD |
| Licence ABN | 33007207650 |
| Adviser Start Date | 2018-07-09 |
| Appointing Representative Name | SYNCHRONISED BUSINESS SERVICES PTY LTD |
| Appointing Representative Number | 000243313 |
| Appointing Representative ABN | 33007207650 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| CFP | Certified Financial Planner - Financial Planning Association of Australia |
| Diploma | Financial Planning - Financial Planning Association |
| Margin Lending & Geared Investments | Kaplan Professional |
| Self Managed Superannuation Funds | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000243313 | SYNCHRONISED BUSINESS SERVICES PTY LTD | 2018-07-09 - | SYNCHRONISED BUSINESS SERVICES PTY LTD |
| 000385845 | NEO FINANCIAL SOLUTIONS PTY LTD | 2017-10-12 - 2018-07-06 | WISE ACCOUNTANTS PTY LTD |
| 000232514 |
INDUSTRY FUND SERVICES LIMITED
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD. |
2015-08-12 - 2016-01-14 | INDUSTRY FUND SERVICES LIMITED |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2014-10-09 - 2015-09-02 | GWM ADVISER SERVICES LIMITED |
| 000332423 | CAVEO PARTNERS PTY LTD | 2013-01-21 - 2014-10-08 | |
| 000238256 |
MATRIX PLANNING SOLUTIONS LIMITED
Licence controlled by: CLEARVIEW WEALTH LIMITED |
2010-02-07 - 2013-01-19 | |
| 000247114 | POINTONS FINANCIAL PLANNERS PTY LTD | 2009-05-01 - 2009-11-30 |
| Licence Name | SYNCHRONISED BUSINESS SERVICES PTY LTD |
| Licence Number | 000243313 |
| Licence ABN | 33007207650 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NICHOLAS JAMES GRIFFITHS | Synchronised Business Services Pty Ltd | Current | 2018-08-30 |
| MARIA GANCI | Synchronised Business Services Pty Ltd | Current | 2018-08-27 |
| TERRY CHRISTOPHER JOHNSON | Synchronised Business Services Pty Ltd | Current | 2018-08-24 |
| ANDREW JAMES WILLARD | Synchronised Business Services Pty Ltd | Current | 2018-08-23 |
| JOSHUA HUMMERSTON | Synchronised Business Services Pty Ltd | Current | 2018-08-23 |
| ADAM CRAIG BOLTON | Synchronised Business Services Pty Ltd | Current | 2018-08-20 |
| DAVID LEWIS DENHAM KERR | Synchronised Business Services Pty Ltd | Current | 2018-08-14 |
| SCOTT JAMES TAYLOR | Synchronised Business Services Pty Ltd | Current | 2018-08-07 |
| RITESH PRASAD | Synchronised Business Services Pty Ltd | Current | 2018-08-03 |
| PAUL GORDON FOYE | Synchronised Business Services Pty Ltd | Current | 2018-08-01 |
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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.