THOMAS GEOFFREY WOOLLAN (Adviser# 000320681) 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 January 17, 2014.
| Register Name | Financial Advisers |
| Adviser Name | THOMAS GEOFFREY WOOLLAN |
| Adviser Number | 000320681 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000446878 ARABON FINANCIAL PTY LTD |
| Licence ABN | 68165828142 |
| Licence Controlled By |
The Trustee for RJWS FAMILY TRUST The trustee for ARABON UNIT TRUST [Date Ceased: 20/04/2018] |
| Adviser Start Date | 2014-01-17 |
| Appointing Representative Name | ARABON FINANCIAL PTY LTD |
| Appointing Representative Number | 000446878 |
| Appointing Representative ABN | 68165828142 |
| Memberships | SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Accredited Listed Products Adviser (ALPA) Program | Kaplan |
| Bachelor of Economics (Honours) | University of Tasmania |
| Master of Commerce (Finance & Financial Planning) | Deakin University |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000446878 |
ARABON FINANCIAL PTY LTD
Licence controlled by: The Trustee for RJWS FAMILY TRUST ~ The trustee for ARABON UNIT TRUST [Date Ceased: 20/04/2018] |
2014-01-17 - | ARABON FINANCIAL PTY LTD |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2013-04-11 - 2014-01-17 | THOMAS GEOFFREY WOOLLAN |
| 000331584 | KERSLEY FINANCIAL SERVICES PTY LTD | 2009-01-23 - 2013-04-10 | THOMAS GEOFFREY WOOLLAN |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2007-12-13 - 2009-01-23 | THOMAS GEOFFREY WOOLLAN |
| Licence Name | ARABON FINANCIAL PTY LTD |
| Licence Number | 000446878 |
| Licence ABN | 68165828142 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STAYTIRA SONI | Arabon Financial Pty Ltd | Ceased | 2015-11-10 |
| RICHARD JOHN WESLEY SMITH | Arabon Financial Pty Ltd | Current | 2013-12-19 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| STAYTIRA SONI | Arabon Financial Pty Ltd | Ceased | 2015-11-10 |
| RICHARD JOHN WESLEY SMITH | Arabon Financial Pty Ltd | Current | 2013-12-19 |
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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.