GRANT RAYMOND KEPLER

Licensee: LONERGAN EDWARDS & ASSOCIATES LIMITED

GRANT RAYMOND KEPLER (Adviser# 000327700) 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, 2008.

Adviser Overview

Register Name Financial Advisers
Adviser Name GRANT RAYMOND KEPLER
Adviser Number 000327700
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000246532
LONERGAN EDWARDS & ASSOCIATES LIMITED
Licence ABN 53095445560
Adviser Start Date 2008-07-01
Appointing Representative Name LONERGAN EDWARDS & ASSOCIATES LIMITED
Appointing Representative Number 000246532
Appointing Representative ABN 53095445560

Authorisations to provide financial product advice

  • GRANT RAYMOND KEPLER
  • ·
  • Carbon Credit Unit
  • ·
  • Deposit Payment Non Basic Deposit
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  • Derivative
  • ·
  • Foreign Exchange
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Margin Lending Facility Non Standard
  • ·
  • Carbon Credit Unit Australian
  • ·
  • Carbon Credit Unit Eligible International Emissions
  • ·
  • Miscellaneous Financial Investment Products
  • ·
  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Associate Institute of Arbitrators and Mediators Australia
Associate Institute of Chartered Accountants in Australia
Bachelor of Arts in Accountancy The University of South Australia
Fellow Financial Services Institute of Australasia
Professional Certificate in Arbitration The University of Adelaide

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246532 LONERGAN EDWARDS & ASSOCIATES LIMITED 2008-07-01 - LONERGAN EDWARDS & ASSOCIATES LIMITED

Licensee Information

Licence Name LONERGAN EDWARDS & ASSOCIATES LIMITED
Licence Number 000246532
Licence ABN 53095445560

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CRAIG LLOYD EDWARDS Lonergan Edwards & Associates Limited Current 2015-01-01
NATHAN BENJAMIN TOSCAN Lonergan Edwards & Associates Limited Current 2011-03-15
ANTHONY MAXWELL COLEMAN Lonergan Edwards & Associates Limited Current 2008-10-07
HUNG TUAN CHU Lonergan Edwards & Associates Limited Current 2008-06-05
WAYNE RICHARD LONERGAN Lonergan Edwards & Associates Limited Current 2004-04-30
MARTIN JOHN HALL Lonergan Edwards & Associates Limited Current 2004-04-27
JULIE ANNE PLANINIC Lonergan Edwards & Associates Limited Current 2004-01-30
PHILIP MARTIN HOLT Lonergan Edwards & Associates Limited Current 2004-01-30

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CRAIG LLOYD EDWARDS Lonergan Edwards & Associates Limited Current 2015-01-01
NATHAN BENJAMIN TOSCAN Lonergan Edwards & Associates Limited Current 2011-03-15
ANTHONY MAXWELL COLEMAN Lonergan Edwards & Associates Limited Current 2008-10-07
HUNG TUAN CHU Lonergan Edwards & Associates Limited Current 2008-06-05
WAYNE RICHARD LONERGAN Lonergan Edwards & Associates Limited Current 2004-04-30
MARTIN JOHN HALL Lonergan Edwards & Associates Limited Current 2004-04-27
JULIE ANNE PLANINIC Lonergan Edwards & Associates Limited Current 2004-01-30
PHILIP MARTIN HOLT Lonergan Edwards & Associates Limited Current 2004-01-30

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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.